AmyC
Expert Alumni

Get your taxes done using TurboTax

Maybe. IRD  is Income in Respect of a Decedent- This refers to income that the decedent was entitled to receive but did not receive before their death. This can include interest, dividends, and other forms of income.

 

I read that the interest was issued after he passed for my answer  but as to when he was entitled.... you would know that answer. You may not need to do anything extra. Also, the IRS connects the SSN and the estate and the beneficiaries listed. Not everyone is as smart and competent as you. I would either not issue the form or I would issue it to the trust.

 

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