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Forum|Forum|4 years ago
March 12, 2022
3 replies
8 views

No text available

ThomasM125

Level 15

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.

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vze56v6xAuthor

Level 5

No text available

JulieS

Level 15

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.

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Nuthatch

Level 2

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.

gadbourneg

Level 2

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

PattiF

Level 15

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

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