topic Received a 1099/1098 in the name of the decedent, their final tax return was completed last year. Do these forms go on the 1041? in Get your taxes done using TurboTax

Received a 1099/1098 in the name of the decedent, their final tax return was completed last year. Do these forms go on the 1041?

tuigui — Sat, 07 Feb 2026 18:05:07 GMT

I filed the decedents final tax return last year for 2024.
This year (2025 tax year) they received a few more tax documents in with their SSN, I am now preparing to file the 1041 and I want to make sure that these documents are allowed to go onto the estates 1041 form. These tax forms are for interest paid 1098, and capital long term losses from stock sales, Form 8949. All of these dollar figures happened after death.

Re: Received a 1099/1098 in the name of the decedent, their final tax return was completed last year. Do these forms go on the 1041?

M-MTax — Sat, 07 Feb 2026 18:21:53 GMT

An EIN should have been applied for and received for the estate.

Bottom line is if the income/expenses were earned/incurred by the estate (postmortem), they definitely should be reported on the 1041 and if they were earned and incurred by the decedent while alive, then that would be IRD and DRD also reportable as such on the 1041 if the estate received the income.

Re: Received a 1099/1098 in the name of the decedent, their final tax return was completed last year. Do these forms go on the 1041?

tuigui — Sat, 07 Feb 2026 18:33:02 GMT

An EIN was issued shortly after death. So this make sense, I will go ahead and report the items under the EIN on the 1041 even if they were issued to the decedent/with their SSN, since all of this transpired post mortem.

Thank you.