Father died in 2018, received 1099-c in 2019 - how do i file it on his behalf? i found a partial answer, but can't find form 1041? what do i need to print and mail?

Forum|Forum|6 years ago
March 28, 2020
1 reply
6 views

I filed for him and his widow last year. this year, she is single filing, and she isn't obligated to deal with his debt (checked already). found an answer from 2016, but references a form not available this year. also, that answer doesn't actually list what needs to be sent to irs.

current program isn't really picking up on the fact he's dead. i've reported the 1099-c, the cancelled debt/insolvency form, and the form 982. do i just print these three off and mail them away or do i need something in place of the 1041?

TurboTax Online

macuser_22

Alumni - Champ

The 1041 estate form is only available in TurboTax Business.

You can download the blank form form the IRS:

https://www.irs.gov/pub/irs-pdf/f1041.pdf

And instructions:

https://www.irs.gov/pub/irs-pdf/i1041.pdf

Assuming that the estate was closed at the time the 1999-C was issued then the estate is probably insolvent.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

mjpb52

Level 5

I don't know if its a statute of limitation issue since you are looking at debt forgiveness for a closed estate?, but my issue was rather complicated and trying to avoid1041 (which is available only with the business software of TT) my issue was checks sent to the widow as Estate of XXX in care of widow, and I feared doing the 1041 . I ended up going to Chat GPT providing all the information and found a gem that kept us out of doing the 1041. (in that case if payment went directly to widow vs estate than off the hook) Work on chat be specific and good results. Good Luck