turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

How do I file a 2018 return for a person who died in 2017?

A retirement account was paid in 2018 for my spouse who died in 2017. She was assigned a new ID number. I received a 1099-R
Connect with an expert
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply

How do I file a 2018 return for a person who died in 2017?

If it has her SSN on the 1099-R, it has to go on her 2018 Estate Income tax return (Form 1041).

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies