Solved: Do I file using SSN or EIN or both? Mother died April 2017. I received a SSA1099 and sold her house (her only asset). I also have an EIN for her estate.
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Do I file using SSN or EIN or both? Mother died April 2017. I received a SSA1099 and sold her house (her only asset). I also have an EIN for her estate.

I am unclear on filing for my mother's estate.  She died in April 2017 at age 90.  I have SSA1099 as her only income.  I an personal representative for the estate.  I sold her house for $170K in November 2017.  House was purchased in 1964 for $25K.  Estate has only one claim against it and I have some expenses to pay out of the proceeds.  Then the rest can be distributed to the people identified in the will.

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Employee Tax Expert

Do I file using SSN or EIN or both? Mother died April 2017. I received a SSA1099 and sold her house (her only asset). I also have an EIN for her estate.

I am sorry for your mother's passing. If her SSA-1099 was her only source of income, then it would likely not be taxable and a final tax return would not be required under her SSN for the time period up to her passing. See below for reference.

An estate tax return would be required if the estate had earnings of $600 or more for the year. If one is required, you would file it under the EIN for the estate. See IRS link below for reference.

https://ttlc.intuit.com/questions/1899144-is-my-social-security-income-taxable

https://www.irs.gov/businesses/small-businesses-self-employed/deceased-taxpayers-filing-the-estate-i...

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Employee Tax Expert

Do I file using SSN or EIN or both? Mother died April 2017. I received a SSA1099 and sold her house (her only asset). I also have an EIN for her estate.

I am sorry for your mother's passing. If her SSA-1099 was her only source of income, then it would likely not be taxable and a final tax return would not be required under her SSN for the time period up to her passing. See below for reference.

An estate tax return would be required if the estate had earnings of $600 or more for the year. If one is required, you would file it under the EIN for the estate. See IRS link below for reference.

https://ttlc.intuit.com/questions/1899144-is-my-social-security-income-taxable

https://www.irs.gov/businesses/small-businesses-self-employed/deceased-taxpayers-filing-the-estate-i...

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

View solution in original post

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