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February 2, 2023
Question

Received a 2022 W2 for a spouse that died in December of 2021. Taxes for 2021 were filed as widow..How do I file 2022 to account for this unexpected 2022 W2?

  • February 2, 2023
  • 1 reply
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TTax would not allow me to change the filing status to anything other than single.. spouses DoD was 12/28/2021.. I suspect the 2022 W2 for spouse was to pay for accused vacation time and was paid in January 2022 to close out employers books..

1 reply

February 2, 2023

In the year after the employee's death the employer should issue any amounts paid to the employee on a 1099-MISC with the payments in Box 3.  

 

Your spouse's employer issued this form in error.  You should request the correct form along with a refund of any withholding.

 

@gndlib-gmail-com 

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February 4, 2023

Thank you for the reply.. I will reach back to spouses former employee and work with them to correct.. Thank you again,  the 1099-MISC makes far more sense than a W2.