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January 29, 2024
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1099-R came in name of Trust instead of my name.

  • January 29, 2024
  • 1 reply
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My spouse died in 2022 and I started getting their state pension. The beneficiary was our trust, so the 1099-R has the Trust name on it, with ATTN to me. The Recipient's TIN is my SSN. So, do I just enter it into TT as mine?

Best answer by DianeW777

Yes, you enter it into your tax return.  Since it has your social security number then there is no further action required on your part.  You can talk to the state pension office to change the name for the future.  

1 reply

DianeW777Answer
January 30, 2024

Yes, you enter it into your tax return.  Since it has your social security number then there is no further action required on your part.  You can talk to the state pension office to change the name for the future.  

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CindyKRAuthor
January 31, 2024

Thanks.