Received 1099-INT with late mother's SSN

Forum|Forum|4 years ago
February 4, 2022
3 replies
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In 2021, I learned that my late mother (DOD 2011) had unclaimed personal property of $124.26 cash in her home state of New Jersey. I took that money.

Today, I received a 1099-INT for $15.04 of interest income. The problem is, the 1099 has my mother's (last 4 digits of) SSN even though the 1099 is addressed to me as executor.

Well, Mom won't be filing a tax return for 2021. Can I just ignore this 1099 since it doesn't have my SSN on it?

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B

Bsch4477

Employee

I would ignore it.

A

Anonymous_

Employee

@Rocket J Squirrel wrote:

Can I just ignore this 1099 since it doesn't have my SSN on it?

Probably, but would it not be wiser (and safer) to simply enter that small of a dollar amount as miscellaneous income on your return (since you received it)?

Regardless, the amount is so piddling that it most likely will not make any difference one way or the other.

DaveF1006

According to this Turbo Tax source, the person that is responsible for reporting this is the one whose SSN is listed on the form. Since this is your mom, you do not have an obligation to report this on your return.

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A

Anonymous_

Employee

@DaveF1006 wrote:

According to this Turbo Tax source, the person that is responsible for reporting this is the one whose SSN is listed on the form. Since this is your mom, you do not have an obligation to report this on your return.

I disagree with that source, not necessarily for this amount or in this instance, but just in general.

@Rocket J Squirrel is the executor here and has (or had) an obligation to marshal all of the decedent's assets and report all of the decedent's individual income as well as income that accrued to the estate.