qbteachmt
Level 15

"The daughter is the beneficiary who is the taxpayer. So does it go on hers?"

Why would it? What was reported in that taxpayer's name and id?

"I am not doing the late persons return, their estate return, or their trust return."

Why not? Who is? Who did? When did this person die? Why didn't they get this all changed over to the new owner?

You often think we are being mean to you, but this is someone's reality you would be messing with. You don't just fill in one person's tax return with info from another person, even if they were related somehow. It's not the simple. Perhaps you don't have the full story. Perhaps they never took the required actions to resolve this. You are not the party to resolve this.

There is another topic on this forum right now, regarding forgiven debt and should the surviving spouse be reporting it as taxable income or not. Imagine if your taxpayer is trying to have you report all this income, and there was debt that the deceased person's estate should have paid off, first. You do not want to be held responsible for these things going wrong. Ask yourself, how is it there still is the deceased listed on these documents? Then, ask your client that same question.

We don't have enough information here. Neither do you, it seems.

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