Question

1099-r for deceased in 2019

Forum|Forum|5 years ago
February 25, 2021
1 reply
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Received a 1099-r for my father you passed in 2019. The 1099 R is addressed to him and C/O me. The funds that the taxes where withheld were split three ways. Turbo tax won't let me complete a return since he passed last year. How to I address getting the with holding returned

J

JeffreyR77

The 1099-R should be issued in your name and social security number if there is withholding.

There should a code 4 in box 7 for distribution code.

If not, you should contact the issuer for correction.

There should not be withholding issued in a deceased person's social security number after the year of death, for exactly the reason you are experiencing.