filing 1041 with 1099 that used the decedent's social security number

I am required to file a 1041. I have received many 1099's that used the decedent's social security number. I have contacted the entities that issued these and none will revise the 1099 since the accounts were in the decedent's name and not the estate's name. Is there a procedure I should follow in completing this so that the income can be tracked to the 1041 by the IRS?

465

Level 10

Mar 18, 2024 1:12:12 PM

You can report the 1099s on the decedent's return as having been received as a nominee for the estate. The decedent then issues corresponding 1099s to the estate. It's a fairly simple and relatively common practice.

Level 2

Mar 18, 2024 1:22:02 PM

Thank you for your response. I will be using Turbotax business to file this return. Will I be able to do this on their software generated return?

Level 10

Mar 18, 2024 1:25:31 PM

Pretty sure you can because TT Business allows you to create your own 1099s and issue them.

Level 2

Mar 18, 2024 1:46:43 PM

Wonderful! Thank you so much!

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filing 1041 with 1099 that used the decedent's social security number