Question
Received 1099-G for deceased mother. Put on final 1040? Estate 1041? Neither?
- Mom passed January 2019
- Received state tax refund later in 2019 for 2018 tax year
- Mom itemized in 2018
- Estate will have >$600 income in 2019, so I will file 1041
Since she received the state tax refund after she passed, then I don't believe that I would file the amount in her final 1040 (2019 tax year), as normal for 1099-Gs for years with itemized deductions.
Would I put this 1099-G/state refund amount as income to my mom's estate as part of her Form 1041 for 2019? As "Other Income"?
Or would I take no action on the 1099-G?
Thanks for your guidance.
