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Author: Wradical Big gold star, 5000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 125003  
Subject: Re: 1099 R overstated Date: 5/20/2010 12:09 PM
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Maybe I've been fortunate, but I've never had a CP2000 document mismatch notice on a decedent's final return and the returns always have income reported to the decedent that is allocated to the estate.


We've had them rarely. It really helps if you report the things like interest and dividends 1099 amounts in full on the Schedule B, and then subtract off the estate's or trust's portion. (Assuming the 1099s that have to get allocated are in the name and SS number of the deceased.)

Sometimes when it's a lot of things, we attached a worksheet laying it all out. That usually does prevent problems.

1099s issued to the estate normally aren't as much of a problem, because a lot of estates use a fiscal year, so the 1099s aren't matchable anyway.

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