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"I received a 1099r for my son's estate. It has the estate tax id number not my ss#. How do I file this on my tax return?...or do I file a separate return for this?"
June 4, 2019
9:13 PM
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Retirement tax questions
Assuming the 1099-R is correct, and there was no named benificuary of the retirement account or the estate was the named beneficiary (if there was a named benificuary, then contact the retirement plan administrator.)
The estate administrator would have to report that on the estates 1041 estate tax return and issue K-1's to the beneficiaries of the estate.
https://www.irs.gov/pub/irs-pdf/p559.pdf
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
June 4, 2019
9:13 PM