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Level 1
Apr 13, 2023 4:11 PM UTC
Solved

Reporting taxable distribution from Estate

How do you as a beneficiary report a taxable distribution from an estate, when you will not be receiving a K-1 from the estate and your name and SSN are not on the 1099-Rs the estate received?  However, you do know the amount of taxable income for your portion of the 1099-Rs.  

    Level 15
    Apr 13, 2023 5:37 PM UTC

    @Hoffman-e wrote:

    ....when you will not be receiving a K-1 from the estate......


    Why will you not be receiving a K-1 from the estate if the 1099-R had been issued to the estate in its name and tax ID number?

     

    Have you contacted the executor or administrator of the estate?

    1 reply

    Level 15
    Apr 13, 2023 5:37 PM UTC

    @Hoffman-e wrote:

    ....when you will not be receiving a K-1 from the estate......


    Why will you not be receiving a K-1 from the estate if the 1099-R had been issued to the estate in its name and tax ID number?

     

    Have you contacted the executor or administrator of the estate?