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Level 2
posted Jan 31, 2025 12:32:57 PM

Social Security payment received as an heir

My father died in January of 2024.  The final, prorated amount of his Social Security Retirement Benefits was divided in half and my sibling and I each received a check. I now have a Form SSA-1099 for $10.35. 
On the Turbo Tax screen where it asks if I "received any Social Security benefits in 2024", do I proceed and enter this amount in that location? 
Thank you! 

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1 Best answer
Employee Tax Expert
Feb 1, 2025 9:33:58 AM

Yes, that is where you would enter the information from Form SSA-1099 if the form was issued under your Social Security number.  If it was reported under your father's Social Security number, do not enter it on your return.

 

My condolences for your loss.

1 Replies
Employee Tax Expert
Feb 1, 2025 9:33:58 AM

Yes, that is where you would enter the information from Form SSA-1099 if the form was issued under your Social Security number.  If it was reported under your father's Social Security number, do not enter it on your return.

 

My condolences for your loss.