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Reporting Social Security Distribution to IRS?

Due to my father's passing in 2014, I received a portion of his last Social Security check that was issued and split with my brother, sister. I and received a SSA 1099 form after I submitted and received a federal income tax return for 2014. Do I prepare an amendment and file the form (back) to IRS in order to take care of this matter? The check amount was under $500.

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By Keith L

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Silver Post Medal for All Time! 255 Posts
December 3, 20170 found this helpful

I would.

 

Gold Post Medal for All Time! 677 Posts
December 4, 20170 found this helpful

That is a good idea. You may get a tax refund if it turns out you overpaid.

 

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