Question

filing 1041 with 1099 that used the decedent's social security number

Forum|Forum|2 years ago
March 18, 2024
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I am required to file a 1041. I have received many 1099's that used the decedent's social security number. I have contacted the entities that issued these and none will revise the 1099 since the accounts were in the decedent's name and not the estate's name. Is there a procedure I should follow in completing this so that the income can be tracked to the 1041 by the IRS?

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M-MTax

You can report the 1099s on the decedent's return as having been received as a nominee for the estate. The decedent then issues corresponding 1099s to the estate. It's a fairly simple and relatively common practice.