Randall Posted Monday at 06:56 PM Report Share Posted Monday at 06:56 PM 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...
cbslee Posted Monday at 07:21 PM Report Share Posted Monday at 07:21 PM 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...
cbslee Posted Monday at 08:03 PM Report Share Posted Monday at 08:03 PM 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 Monday at 08:12 PM Report Share Posted Monday at 08:12 PM 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 Tuesday at 01:28 PM Author Report Share Posted Tuesday at 01:28 PM 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 Tuesday at 03:42 PM Report Share Posted Tuesday at 03:42 PM 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 Tuesday at 04:41 PM Author Report Share Posted Tuesday at 04:41 PM 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 Tuesday at 04:44 PM Report Share Posted Tuesday at 04:44 PM 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...
cbslee Posted Tuesday at 06:02 PM Report Share Posted Tuesday at 06:02 PM 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 Tuesday at 07:29 PM Author Report Share Posted Tuesday at 07:29 PM Waiting on further information from client. Quote Link to comment Share on other sites More sharing options...
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