2023年3月7日 · Because of the timing of when my mother passed away, she was owed one month of Social Security, but it was withheld by the SSA until we filed the SSA-1724 form. SSA paid me directly as the beneficiary. I included the one month payment in her MA estate return, as it was part of the estate. I would ex...

2024年2月26日 · I received SSA-1099 O/A benefit statement for a payment made to me on behalf of my deceased mother's estate (my name and social security number). I know I could add this amount to my mom's final 1040, but do I add the O/A amount to her regular SSA-1099 statement? TurboTax only allows me to enter on...

2019年6月3日 · My mother passed away, I received a SSA-1099 in my name with O/A/O after my name. under box 7 Address it has my name O/A/O and the second line has my mother's name with DEC'D</p>

Forms SSA-1099, SSA-1099-SM, and SSA-1099-R-OP1 report retirement, disability, and survivor benefits from the Social Security Administration (SSA).Don't confuse