Randall Posted September 18, 2023 Report Share Posted September 18, 2023 Client brought in a W2 for her deceased husband (died in 2021). W2 is for 2022. How do I report it as her income on her 2022 return? Do I ignore it since he is deceased and she is filing as single? Wages are $4551 but there is $545 Fed tax withheld. Quote Link to comment Share on other sites More sharing options...
Lee B Posted September 18, 2023 Report Share Posted September 18, 2023 Wages paid in the year after death are supposed to be paid via a 1099 not a W2 so the taxes were withheld in error. 1 Quote Link to comment Share on other sites More sharing options...
Lee B Posted September 18, 2023 Report Share Posted September 18, 2023 More than likely the SSA will reject the W2 and send it back to the employer but that may not happen right away. Quote Link to comment Share on other sites More sharing options...
jklcpa Posted September 18, 2023 Report Share Posted September 18, 2023 cbslee is correct. 1099-misc, box 3, issued to the estate or beneficiary. 1 Quote Link to comment Share on other sites More sharing options...
Randall Posted September 19, 2023 Author Report Share Posted September 19, 2023 17 hours ago, cbslee said: More than likely the SSA will reject the W2 and send it back to the employer but that may not happen right away. Interesting. I hadn't thought about the SSA. Getting close to the extension deadline. Wondering to include or not to include? Amend later? Or include, and attach copy of W2 showing income and withholding on spouse return. Or will it go thru on the efiling? Quote Link to comment Share on other sites More sharing options...
Medlin Software, Dennis Posted September 19, 2023 Report Share Posted September 19, 2023 Maybe the process to report an incorrect or missing W2 along with properly including the amount as if on a proper 1099? And account for, try to get any incorrectly withheld items. Some employers make mistakes with this process from lack of use/knowledge. 2 Quote Link to comment Share on other sites More sharing options...
Randall Posted September 19, 2023 Author Report Share Posted September 19, 2023 Problem solved. Corrected W2-c shows corrected info as zero. Thanks for comments. 1 Quote Link to comment Share on other sites More sharing options...
Medlin Software, Dennis Posted September 19, 2023 Report Share Posted September 19, 2023 Did the employer provide the erroneous withheld amounts to the spouse and a proper 1099? 1 Quote Link to comment Share on other sites More sharing options...
Lee B Posted September 19, 2023 Report Share Posted September 19, 2023 Don't you still have income Of $4,551 taxable either to the estate or to the beneficiary unless the employer issued the W 2 totally in error? 1 Quote Link to comment Share on other sites More sharing options...
Randall Posted September 19, 2023 Author Report Share Posted September 19, 2023 Waiting on further information from client. Quote Link to comment Share on other sites More sharing options...
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