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April 15, 2024
Question

Is there a way to fill out the tax forms to reflect the retirement funds I get to show they are from my deceased husband's plan and not mine?

  • April 15, 2024
  • 1 reply
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The way the questions are formatted are not allowing me to reflect that the retirement funds i receive are from my late husband's plan and not my own so the information is incorrect. How do I correct this?

1 reply

Employee
April 17, 2024

Your question is unclear because there are several possibilities.  If your spouse died in 2023, then you should be filing a joint return including both spouse's names, and you would list your spouse' income under their own name as on a normal tax return.   If your spouse died in 2022, and you received income in 2023 in your spouse's name (and you got a 1099-R in your spouse's name), this is income in respect of a decedent.  Assuming you are the beneficiary or the person authorized to receive this income, you would enter this income as miscellaneous or "other" income on your tax return, and not as a 1099-R.  If you have been made the beneficiary of your spouse's account, then you would receive a 1099-R titled something like "Jane Doe as beneficiary of John Doe", which makes it your income that you enter under your name.