Deceased father

5 replies
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Hi,

My dad passed away in November 2023. I am filing his final tax return this year. Much of the 1099's have his TIN, but some of the documents have his SSN. Do I have to file separate returns because of what I have described?

Opus 17Answer

Level 15

Hi,

Let me add a little more information. I did file an income tax return for my dad in 2023. I currently have only one document, a 1099 DIV showing his SSN. All other documents have the EIN related to the estate. With this additional information is it possible to file the 1099 DIV with his final tax return?

Thank you for your thoughts regarding the loss of my dad and your time here.

Best,

Mike

So, your father, as a separate legal entity, files a 2023 return for all income received up to the date of his death. That's the last responsibility your father has.

The estate is a separate legal entity that handles income received after the date of his death, and the estate does need a separate tax number. The estate should handle all his income after death, even if it is reported with his SSN (the IRS knows that the SSN and TIN are linked).

However, you can't prepare an estate tax return (form 1041) using the normal version of Turbotax. You need Turbotax Business (for corporations and estates) (this is not the same as "Home & Business"). There is an online version and a version you can buy to install on your own computer.

It looks like you need to file if the estate has more than $600 of income, but I'm not sure about that.

https://www.irs.gov/individuals/file-an-estate-tax-income-tax-return

If you try the online program, you probably don't pay until you file, so you have a chance to enter your info and see if a return is actually required.

https://turbotax.intuit.com/small-business-taxes/cd-download/

MaryK4

Alumni - Intuit

@chicago_6 Can you clarify why he had a TIN? (Was he self-employed with a SMLLC?) Thanks!

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chicago_6Author

Level 2

Hi,

No, he was not self-employed. I had to secure a TIN for his estate.

MaryK4

Alumni - Intuit

You will have to file a final income tax return for the documents with his social security number, which includes income up to the date of his death and then an estate return (1041) for anything with the TIN for income after his date of death. Please see Death in the Family - TurboTax Tax Tips & Videos - Intuit.

I am sorry for your loss.

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