topic 1099R is on my deceased EIN ID. in Retirement tax questions

1099R is on my deceased EIN ID.

04171945 — Wed, 05 Feb 2025 16:27:32 GMT

Received a 1099R for a total distribution of a 401K plan from my son that passed in 2019. how do i enter the 1099R information since te recipient ID information is my son's EIN.

Re: 1099R is on my deceased EIN ID.

DianeW777 — Wed, 05 Feb 2025 17:49:47 GMT

The 1099-R should be reported on your tax return as though it was yours. You can use the nominee action below, or if the IRS does inquire, you can respond at that time. Use the link below for steps to enter this in your tax return.

Where do I enter Form 1099-R?

Nominee returns.

Generally, if you receive a Form 1099 for amounts that actually belong to another person or entity, you are considered a nominee recipient. You must file a Form 1099 with the IRS (the same type of Form 1099 you received). You must also furnish a Form 1099 to each of the other owners.

File the new Form 1099 with Form 1096 (this is a transmittal for the 1099) by mailing to the Internal Revenue Service Center for your area. (Provided on the Form 1096)

On each new Form 1099, list yourself as the payer and the other owner, as the recipient. On Form 1096, list yourself as the nominee filer, not the original payer. The nominee is responsible for filing the subsequent Forms 1099 to show the amount allocable to each owner.

You can go to the IRS website using the links below for the necessary forms.

Re: 1099R is on my deceased EIN ID.

04171945 — Wed, 05 Feb 2025 20:06:13 GMT

So, the simple solution is to file the 1099 with the EIN and, and see if the IRS has any questions.

Re: 1099R is on my deceased EIN ID.

DianeW777 — Wed, 05 Feb 2025 20:08:00 GMT

Yes, you can file it on your return and be prepared for any questions later if they look for it on the return of your son.