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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.
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‎April 18, 2023
12:31 PM
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