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Returning Member
posted Apr 15, 2024 2:22:09 PM

1099 c

I received a 1099 C for a cancellation of debt after my mother passed away last year.  The document has her SSN on it (not the Estate FEIN).  Can I just include it on her return as income instead of filing a separate Estate return?  It only recently occurred to me that it is Estate income and not hers and have included in her draft return (but we're at filing day now).  The taxes get paid either way, so does it matter if it's on hers or an Estate's return?

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3 Replies
Expert Alumni
Apr 15, 2024 3:02:05 PM

Yes, if you have already filed a Final Return for your mother in the year she passed away, then the 1099-C would be reported on the Estate return.  Any income after death is reported by the Estate.

 

Depending on the type of debt cancelled, it may not be a taxable event anyway.

 

If you contact the issuer and report the death, they may just write it off.

 

Here's more useful info after a Death in the Family.

 

Sorry for your loss. 

Returning Member
Apr 15, 2024 3:13:51 PM

I haven't filed hers yet (I have it prepared but didn't send yet).  It's a credit card partial forgiveness, so it should be taxable. Should I create a second return for the estate or can I just put the 1099-C on hers as income? 

Expert Alumni
Apr 15, 2024 4:13:32 PM

If it was cancelled before the day she died you can enter it on her final tax return. There should be a date of cancellation on the form. Otherwise, it should be entered on the estate tax return.