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[ThomasM125]

You should report the income as it may affect the tax due and there is a line number for it on the tax return.

If you knew how much she earned each month you can multiply that by 5 to get the amount. You may be able to look at her bank statements to determine this, as the check is normally direct deposited.

Another option would be to look on the previous year tax return and divide the amount for the year by 12 and then multiply by 5 to get an estimate for this year's amount.

As you said, it probably won't materially affect anything and the IRS knows the actual figure so they may adjust the return down the road if necessary.

[JulieS]

You should be able to get another copy of her SSA-1099 from the Social Security Administration. 

Click here for your options for getting a replacement SSA-1099.

[VolvoGirl]

I called Social Security to try to get the SSA-1099 for my father who died in 2021 and couldn't.  They don't send them out and she said they get a lot of calls.  I have the annual notice for 2021 so I used that to add up the gross and deductions.   And matched to the deposits.   You can't just use the bank deposits.  You need the gross total for box 5 and Medicare, etc. and any withholding taken out.  

[Nuthatch]

Having dealt with my mother's last filing, knowing Social Security monthly payments cover the previous month and with COVID things are still not back to normal in their office, the best thing is for you to contact Social Security to advise them you have not received the SSA 1099 for this year.  Knowing your mom is deceased, they should talk to you and send or resend out the SSA 1099 for taxes.  Since it is the last tax and stating deceased after her name, it's best to report exact amount on 1099 for peace of mind.  At least that's how I would feel. 

Best to you. 

[VolvoGirl]

Oh I remember, she said I need to go into an office.  But I just used the numbers I figured out.   I had the benefit notice saying what the monthly amount was going to be for 2021.  It added up right.  

[vze56v6x]

using 2020 and prior years as a guide.

[ThomasM125]

The Medicare deduction is seldom used as it is for those who itemize their deductions, so you might not need to enter that. Even if she did itemize, medical expenses have to be over 7.5% of your gross income to be deductible, which is unlikely. You can look on her tax return from last year to see if there was a schedule A for itemized deductions. If she didn't itemize in 2020 it is doubtful she will benefit from itemizing in 2021. You get a minimum standard deduction of $12,550 for a single filer, and an additional $1,300 if  age 65 or over. Her itemized deductions would have to be more than that to make it beneficial to itemize.

[Nuthatch]

As with all accounts, you will be locked out once a person is deceased, so it is understandable that you couldn't get into your mom's account once the funeral home notified Social Security as with a bank account once they know of the death.  With you being the Fiduciary having to file the final tax return for your mother, you need to be persistent with the Social Security office telling them this situation. In the end, they should understand since my husband too had to deal with this.  I understand they never want to talk to anyone else besides the person / your mother - but now they have no choice, so just tell them you / your mom, did not receive her 1099. 

[gadbourneg]

how do I get a copy of my deceased wife's form 1099 from 2022 ?

[PattiF]

You can contact the Social Security Office near you to obtain a copy of the SSA-1099 for 2022. Here is a link to find an office near you by zip code. Take paperwork showing that you were married such as a prior year's tax return.

@gadbourneg