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Posted by dfhorganea on March 9, 2008, 10:04 pm
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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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