housecallstax
Level 1
06-19-2023
01:54 PM
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Estate for a decedent was closed and a Form 1041 filed with the "final return" box checked. Two years later, a US government retirement agency unexpectedly sent a late 1099-R reporting income to the estate for a later year under the prior EIN.
Is there any written authority stating how the executor is to handle the tax reporting to the IRS?
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Level 11
06-19-2023
02:09 PM
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File another final 1041. We had one where some unclaimed property turned up 15 years after the estate was closed. No issue filing the return.