Income In Respect of Decedent/SSA-1099,1099-R

Mar 10, 2008 0 Replies

Brother and sibling have a joint checking account. Sibling's Socials security and pension checks were automatically deposited to the account .



Sibling died on 2/11/07. Shortly after that date both types of these checks were deposited to the account.



Social security and payer of pension were informed of sibling's death.



Both the 2007 SSA-1099 and the 1099R forms received are in the sibling's name.



I was under the impression that two copies of each of these forms would be issued - one in siblings name for funds received prior to death - and one for the sibling's estate for funds received on date of death and after


Any suggestions or recomendations.



Many thanks


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