The Tax Book: Real Answers, Real Fast!       HOME       ORDER       ABOUT US       CONTACT
Results 1 to 7 of 7

Thread: Distribution from estate-Where to put on tax return if no estate return filed

Threaded View

  1. #7
    Join Date
    Jan 2008
    Location
    Virginia
    Posts
    6,378

    Default

    I have re-read your posts a couple of times and I think what you are saying is that a 1099MISC was received for 2017 for payments from the employer with no withholding. Even though Box 3 says Beneficiary/Estate payments it has the deceased's SSN on it. (Although "dated" 1/3/18?) Did you mean postmarked? Anyway, it apparently has been reported to the IRS for 2017 and needs to be reported correctly by the recipient (son?) Again, I would treat this same as the other one and report, then back out on Line 21, then report on son's return.
    Last edited by Burke; 04-16-2018 at 12:26 PM.

Similar Threads

  1. Estate return
    By Roberts in forum Main Forum / Tax Discussion
    Replies: 4
    Last Post: 04-01-2015, 05:26 PM
  2. Estate with 2 PR's. Is only one PR required to sign Estate tax return?
    By AZ-Tax in forum Main Forum / Tax Discussion
    Replies: 5
    Last Post: 03-08-2015, 02:42 PM
  3. Estate tax return
    By toby in forum Main Forum / Tax Discussion
    Replies: 3
    Last Post: 01-22-2014, 04:17 PM
  4. estate tax return
    By Questionguy101 in forum Main Forum / Tax Discussion
    Replies: 4
    Last Post: 04-10-2012, 07:09 AM
  5. Estate return
    By oceanlovin'ea in forum Main Forum / Tax Discussion
    Replies: 5
    Last Post: 03-25-2008, 09:37 AM

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •  
Disclaimer: This message board allows participants to freely exchange ideas and opinions on areas concerning taxes. The comments posted are the opinions of participants and not that of Tax Materials, Inc. We make no claim as to the accuracy of the information and will not be held liable for any damages caused by using such information. Tax Materials, Inc. reserves the right to delete or modify inappropriate postings.