My father passed away on December 16, 2022 (Mother passed away years earlier) and we filed the 2022 tax return. He had several investments in financial institutions (including Series EE bonds matured in early January of 2023) that generate 1099-INTs. Was able to get the assets moved fairly quickly to the beneficiaries in early 2023 but some taxable interest was earned before I could get them all moved. I applied for and received a new Taxpayer ID number for his estate. I then contacted these firms to have them report the 2023 interest under the estate Taxpayer number or to the named beneficiaries on the accounts instead of my father's personal SSN. Most of the firms, including the Treasury Department, said they would not change the 1099-INTs & would issue them with my father's SSN and it was my problem to work with the IRS to figure out how to report this interest income in 2023. I know I am not to file a personal return in the year after death and instead file a Form 1041 for his estate. Do I report all the interest on the Form 1041 even though it was reported on a 1099-INT with my father's personal SSN and not his new taxpayer ID number for his estate? Anybody run across this before?
