@ira_query sorry for your loss.
>My desire to e-file was kind of naive, hoping for "closure" much sooner.
>The IRS is taking pretty long these days to process paper returns
>(though maybe they're faster with the 1041s?)
Good point. I would expect them to be slower with 1041s. I don't think they pay much attention to 1041s.
>Here's another naive thought I had. Since I have to file a paper 1041 and 1041-A ,
>why not write a one line message at the top of the 1041 to the effect of:
>"See SSN xxx-xx-xxxx for income reporting prior to mm/dd/2021".
You can always do that. It won't matter unless the return is selected for audit and a real person looks at it. Not likely. And if it happened would probably take years.
Was the income reported to your mom's SSN? Or do the 1099s for her SSN only go through the date of her death and then to the trust/estate's EIN?
If money was reported on your mother's SSN that should be on the trust/estate's 1041, I believe you are supposed to issue a 1099-DIV (or whatever) from your mother to the trust/estate. That's what tells the IRS.
You enter the whole amount (as shown on the 1099) on you mom's final 1040 and subtract the amount that belongs to the trust/estate as "nominee" see https://ttlc.intuit.com/community/taxes/discussion/1099-split-for-deceased-recipient/00/2047870
>if it's like last year (me filing for a deceased taxpayer), that TurboTax will make me print that one and mail it as well.
could be. it's been a while since i did that. They keep changing things so that more returns can be efiled, so you never know.
If you aren't expected a refund then it really doesn't matter how long it takes the IRS to process. If you are expecting refunds, then it does matter. I just saw notice of a computation correction for an 10/2021 paper 1040 and that the refund would be coming soon.
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