Well, this is a first for me.
Husband takes out a loan on his 401K. (a little over $20k)
It funds on the very day he died, 12-12-2012.
His widow files MFJ for 2012. No issues.
No dependents, so in 2013 she files SINGLE.
The loan didn't get paid back, so they issue the deceased husband a 1099R for 2013. It is under his SS#. There is no estate. No fiduciary tax ID number. Every little thing they owned, which isn't much, was in both names.
Should she have the issuer correct the 1099R to her SS#?
Husband takes out a loan on his 401K. (a little over $20k)
It funds on the very day he died, 12-12-2012.
His widow files MFJ for 2012. No issues.
No dependents, so in 2013 she files SINGLE.
The loan didn't get paid back, so they issue the deceased husband a 1099R for 2013. It is under his SS#. There is no estate. No fiduciary tax ID number. Every little thing they owned, which isn't much, was in both names.
Should she have the issuer correct the 1099R to her SS#?
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