John1204
Returning Member

Get your taxes done using TurboTax

Hi George, thanks for the response. I'm a little confused. Maybe I was overexplaining the issue.  I did file his 1040 for 2020 and marked it as final. I'm referring here to income received in 2021 under his SSN and not the TIN of the Trust or Estate that probably should have received it. Do I just contact the various companies and see if they can resend a corrected 1099? I spoke to Schwab and the guy I spoke to there just said to talk to my tax person.