cpr1955 Posted March 14, 2022 Report Share Posted March 14, 2022 I have a client where the husband died in 2020 but received a 2021 W-2 for a bonus payment. How would I file that? Quote Link to comment Share on other sites More sharing options...
Lee B Posted March 14, 2022 Report Share Posted March 14, 2022 The rules that apply to this situation require the employer to issue a 1099 not a W 2. 1 Quote Link to comment Share on other sites More sharing options...
Abby Normal Posted March 14, 2022 Report Share Posted March 14, 2022 Is the estate still open? Who got the money? If the surviving spouse got the money, If the employer can't or won't void that bonus check and process it as a 1099, then I'd just enter the W2 on the surviving spouse's return, or run it through the estate, if it's still open. Quote Link to comment Share on other sites More sharing options...
Lee B Posted March 14, 2022 Report Share Posted March 14, 2022 In addition the employer should refund the FICA Taxes that were withheld in error. 1 Quote Link to comment Share on other sites More sharing options...
cpr1955 Posted March 15, 2022 Author Report Share Posted March 15, 2022 Thanks to both of you Quote Link to comment Share on other sites More sharing options...
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