Question

If your spouse dies in a tax year, whose name should be listed on a 1099R

Forum|Forum|4 years ago
March 5, 2022
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TurboTax Deluxe Online

If a spouse dies during a tax year, the name on the 1099-R would be the deceased taxpayer, if it was the deceased taxpayer's pension account. In the year of the death of a taxpayer, a married filed joint return would be filed showing the taxpayer as deceased by entering the date of death. Income that the deceased taxpayer received before his death would come by tax documents with his name on them. The income would be reported the same as you always would enter the tax documents just as you would any other year.