On Sun, 13 Jul 2008 13:39:02 EDT, dpb <none[at]non.net> wrote:

- quote -

I'm not an accountant, but in my own life I have frequently had to deal
with income that was reported to the IRS under my SSN but was filed under
another SSN/EIN. In all cases, a note to the IRS stating that along with
the ID number under which it was reported satisfied them. I presume the
same would be the case in your circumstance.
--ron

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Harlan Lunsford wrote:
- quote -

Ha! Don't think IRS would ever remove a name, would they? Might always
be blood in them there turnips, eh? Of course, if were sent to her
previous residence instead of ours, it would have been returned as
undeliverable...

Another thought I hadn't thought before, would be that I could, I
suppose, since I'm not the taxpayer in question, ignore it? I don't
really propose doing that, but what could they do?

I was wondering about the "income" question, though--should I go to the
trouble/effort to go back through the royalty statements, etc., to
actually report $$ that were in her SSN that were reported on the 1041
or just use the action description and see if that satisfies?

Thanks for the input...

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D. Stussy wrote:
- quote -


ChEAr$,
Harlan Lunsford, EA n LA

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"dpb" <none[at]non.net> wrote in message news:g5d4sl$sdb$1[at]aioe.org...
- quote -

Throw in a copy of the death certificate as an attachment.

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<< ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- >

Received letter addressed to mother, decd., noting no 1040 filed for
2006 (deceased 12/05).

Do (and did) file 1041 for the trust beginning in '06 (under trust TID,
of course).

I suppose the reason the form letter was generated was that one
investment (a realty limited partnership) was overlooked when
transferring assets into the trust before and, therefore, wasn't thought
of after so generated a K-1 under her SSN. It was included on the 1041
and proceedings initiated to get the registration corrected.

Finally, the question--the form has no real way to answer the question
in the check boxes, specifically.

There's a line for why not required to file which I presume I can simply
state "deceased" but should I amplify that a 1041 was filed for the
trust or since that isn't the specific taxpayer in reference would that
add additional confusion rather than clarify?

Also, there's a question on "total income" in '06 -- anything that did
still have her SSN the above K-1 and some gas royalties were reported w/
the 1041. Should those be indicated I suppose so they don't have a
mismatch on documents compared here even though were reported?

I know, revised K-1 would have been nice, but I'm still fighting the
name change, the likelihood of these folks responding to send a revised
K-1 is about a snowball's chances in July... The royalties were another
similar case of simply it taking such a long time to get the payors to
update their records.

My inclination would be to simply state "deceased" and any income under
the SSN was reported on the 1041 and giving that TID. Other
ideas/suggestions?

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<< ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- >