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Michelle_81
Returning Member

Do I report interest paid on deceased person's tax REFUND? 1099-INT

My dad passed away in 2019 and I filed his final taxes last February for the 2019 year. They were mailed in via paper and not done electronically. The IRS paid a bit of interest on the refund check (more than 10.00). A form 1099-INT came earlier this year with my dads SSN showing that interest was paid on his refund last year and may need to be reported. So my question is, since I received my dads refund, do I need to report that interest amount as my income, or no since it was listed under my dads SSN and he will not be filing again due to deceased?

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3 Replies

Do I report interest paid on deceased person's tax REFUND? 1099-INT

Theoretically, it must be reported on his Estate's tax return (Form 1041).  Were any other funds received in 2020?

DavidD66
Employee Tax Expert

Do I report interest paid on deceased person's tax REFUND? 1099-INT

You do not file a 2020 tax return for your father.  You should claim it on your tax return, if you ultimately were the one who got the interest.

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Michelle_81
Returning Member

Do I report interest paid on deceased person's tax REFUND? 1099-INT

No other income was received for him other than his refund with interest in 2020.

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