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Level 3
posted Mar 13, 2020 5:11:12 AM

Special name control, what should it be?

I am doing a Estate Tax Return using TT Business. The return is for a inherited house sale I got a 1099S. I get a question on the review about the "Special Name Control" box. It requires a 4 letter input. The tax return is for the Estate of Mary Howe. I believe the box should contain ESTA? 

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1 Replies
Expert Alumni
Mar 13, 2020 5:58:34 AM

For an estate, the Name Control is the first four characters of the deceased individual's last name.  In your case, the Name Control would be HOWE.