AmyC
Expert Alumni

Get your taxes done using TurboTax

Filing a 1099 to pass the income to the correct entity is what the IRS desires but with your doubled case of inaccurate forms, it makes the situation too complicated. Since you were sent duplicate forms with different identification numbers and the company is no help, simply keep track of your documentation, including asking here, it shows you are trying to do the right thing and what the issue is. Report what is correct on each return. No extra information or explanation attached. Just e-file the returns.

 

If you are audited in 3 or 4 years, you have a paper trail to prove whichever return may be questioned. The IRS understands paperwork issues. Simply be able to prove what is correct, if needed.

 

Her personal return should have nothing regarding the estate.

 

I am sorry for your loss.

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