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Do I declare the balance from a 2018 MDR received in 2019 on my deceased brother’s 2018 tax return?

My deceased brother passed away before receiving his total MDR for 2018.  This was discovered in 2019 and a request was made and the balance of his MDR to be taken in 2018 was received.

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KatrinaB
Intuit Alumni

Do I declare the balance from a 2018 MDR received in 2019 on my deceased brother’s 2018 tax return?

I am sorry for your loss. 

No, you must report this his income received during 2019 on next year's tax return.

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1 Reply
KatrinaB
Intuit Alumni

Do I declare the balance from a 2018 MDR received in 2019 on my deceased brother’s 2018 tax return?

I am sorry for your loss. 

No, you must report this his income received during 2019 on next year's tax return.

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