Question

Do I need to enter the SSA-1099 deceased beneficiary O/A/O information on my return? This was taxed as part of my mother's estate. If so, how do I zero out taxes due?

Forum|Forum|7 years ago
June 5, 2019
1 reply
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Because of the timing of when my mother passed away, she was owed one month of Social Security, but it was withheld by the SSA until we filed the SSA-1724 form. SSA paid me directly as the beneficiary. I included the one month payment in her MA estate return, as it was part of the estate. I would expect that it should not be further taxable, but I have received a SSA-1099-SM form from SSA. When I enter it in TurboTax it does not provide an option to make it non-taxable. And I'm not able to edit the 1040 form directly (at least at the point I am in entering information). Do I need to enter the SSA-1099 information? Am I allowed to make it non-taxalbe? If so, how?

TurboTax Deluxe Windows

P

pk12_2

Employee

all items received in respect of the decedent is accounted for either in the estate return or in the final/ last return filed for the decedent. The beneficiaries are not taxed on the amount --- just ignore the SSA-1099 ( if it has been already allowed for in the estate filings ). If you enter it in your return then this will become taxable to you.

B

bwcathe

Employee

@pk I have a similar situation. I agree your answer makes sense. I don't know about the person asking the question above, but my SSA-1099 has my SS# on it even though it was money owed to my mother. Does that change the answer?