The issue is due to the demise of two people in her household in late 2023, nothing in State or Fed Taxes was submitted for 2023 and 2024. This includes: 1040’s and 1041,1310, Request for EIN number, etc. At that time minimal investments (no 1099, a few minimal INT) other than 1099R’s were received. The 1099R’s were to the Estate of XXX and in care of the widow.
No issues with the checks cashed, problem now is if we create a 1041 (after 1year and 10 months) or do we even go thru the motions of 1041, EIN, 1310, etc. Now if the 1041 is required than the 1099R would be included but (the law states all income from the date of death) . So after obtaining a EIN number, and then submit a 1041 for 2023 with adjusted 1099R’s (2 months), do we do the same with a few 1099R’s for 2024 and then close out. AI has been outstanding with the help but as you can see complex issue and unable to reach IRS for anything. That is why I am reaching out to the community. TT user since 1996.
