1099-R received in year following death

Submitted by Shelly Rostosky on Sat, 2013-04-13 15:36

Taxpayer, age 40, died in 2011 and a 1040 was filed. This year received 2012 Form 1099-r for $721 representing distribution from his 401k in 2012. 1099-R issued with his ssn and code 1. Please explain what needs to be done…do I file Form 1040 or Form 1041?



Submitted by Alan - IRA critic on Sat, 2013-04-13 18:22

Who is the beneficiary on the 401k, and who requested the 2012 distribution?  Was the 401k plan aware of his death?

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