Question

Final Retrun after death

Forum|Forum|2 years ago
February 8, 2024
1 reply
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My mother passed away 12/5/2022. My father filed a tax return for 2022 as a widow. All of the their assets are held in trust. He recently received a 1099-R for 2023 for a payment made after her death the payment was deposited into their formerly joint trust account on 1/3/2023. He is the beneficiary of the pension and continues to receive monthly payments. The payment had a federal withholding of $50 and referenced my deceased mother's SSN. How should this be handled and does he need to file a final tax return for her.

D

DavidD66

No, another return should not be filed for your mother. The last return that is filed for a person the return for the year in which they pass away. Per your comments, that has already been filed. Since your father has a right to, and received the payment, I suggest your father add it to his tax return, or just ignore it.

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J

jennysavakus6320Author

Thanks

The return I filed last year did not have " final" on it, is that a problem? Turbo Tax should/ could include info on this since I had no way of knowing it should be done.

M

mglauner

No, the last joint return your father filed after your mother passed away does not need to be marked 'Final Return'. In the Information part, the person filing indicated that the other party passed away, and the date, so the IRS knows that.

Here's some info on Death in the Family you may find helpful.

Sorry for your loss.