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maureenmaimone
New Member

"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?"

 
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macuser_22
Level 15

"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?"

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.  

Suggest that you read IRS Pub 559 (Survivors, Executors, and Administrators) for a lot of good information about filing the final return and estate return and other requirements.

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.**

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macuser_22
Level 15

"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?"

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.  

Suggest that you read IRS Pub 559 (Survivors, Executors, and Administrators) for a lot of good information about filing the final return and estate return and other requirements.

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.**

View solution in original post

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