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April 9, 2025
Question

Can I file for someone who passed away 7 years ago?

  • April 9, 2025
  • 1 reply
  • 0 views
My dad passed away and we have to pay taxes on the annuity

1 reply

VolvoGirl
Employee
April 9, 2025

Doesn't the 1099R have your ssn on it?  Did you report the death to them?  You need to contact the Annuity and straighten that out.  If it has your ssn on it you report it on your tax return.  What code is in box 7?