RobertB4444
Expert Alumni

Get your taxes done using TurboTax

Having a professional do these kinds of things is always a good idea.  In this case @fanfare is correct - despite the fact that these payments were received after her death they were issued to your mom in the year of her death.  The 1099-R reflects this by including this income as part of what was paid to your mother in the year of her death.  Rather than create a ton of extra work including these payments as taxable to your mother in the year of her death is sensible and - because of the forms that you received - what the IRS expects at this point.

 

@blartboy 

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