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Returning Member
posted Jan 27, 2024 5:18:17 PM

How do I file my 2023 taxes if my husband passed away in 2022 and this year I received a 1099-R for him? I'm supposed to file single.

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1 Replies
Expert Alumni
Jan 27, 2024 5:34:12 PM

You are correct that you would file Single for 2023, unless you could file as a Qualified Surviving Spouse (with a child). 

 

What to do with the income on the Form 1099-R you received depends on the year for which it was issued and whether the pension plan or other retirement income was received after the date of death. Only income earned between the beginning of the year and the date of death should be reported on the decedent's final return. Earnings after the date of death are taxable to the beneficiary of the account or to the estate. Please see this TurboTax tips article for more information.

 

If you inherited a traditional IRA that was in your spouse's name, then the distributions would be taxable to you. Please see this TurboTax help article for more information.

 

I am sorry for your loss.