BobKamman
Level 15
03-21-2020
10:25 AM
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The good news is that you have more than three months to work on this problem. The income should be reported on a Form 1041, but claiming credit for the withholding may be a problem. Try requesting it from the payors, along with a corrected 1099R and new 1099-Misc, but don't expect them to be helpful. You can refer to the lack of cooperation, though, in an attachment to the 1041 claiming the "withholding in respect of a decedent" (term I made up) along with the income in respect of a decedent. The worst IRS can do is disallow it and tell you how they think it should be done.