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April 13, 2023
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Reporting taxable distribution from Estate

  • April 13, 2023
  • 1 reply
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How do you as a beneficiary report a taxable distribution from an estate, when you will not be receiving a K-1 from the estate and your name and SSN are not on the 1099-Rs the estate received?  However, you do know the amount of taxable income for your portion of the 1099-Rs.  

    Best answer by Anonymous_

    @Hoffman-e wrote:

    ....when you will not be receiving a K-1 from the estate......


    Why will you not be receiving a K-1 from the estate if the 1099-R had been issued to the estate in its name and tax ID number?

     

    Have you contacted the executor or administrator of the estate?

    1 reply

    Employee
    April 13, 2023

    @Hoffman-e wrote:

    ....when you will not be receiving a K-1 from the estate......


    Why will you not be receiving a K-1 from the estate if the 1099-R had been issued to the estate in its name and tax ID number?

     

    Have you contacted the executor or administrator of the estate?