Missing social security numbers

Forum|Forum|6 years ago
December 6, 2019
3 replies
31 views

I am preparing a Form1041 for a deceased taxpayer for which there are 10 beneficiaries. 7 of the 10 beneficiary's refuse to give their SSN. due to in fighting.

The attorney and I have tried everything but to no avail. Some have suggested I use "requested" in the field for SSN. I happened to be on the phone with the practitioners hotline on another issue and asked about remedies.to this one.. After being juggled around departments I got somebody who said the IRS does not advise or give guidance as this is technical . She went onto say it was up to my industry (CPA's) to decide what to do but if I failed to provide SSN's I could personally be held responsible for preparer penalties. Has anyone run into this? Does anyone have any advice?

Lacerte Tax

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Best answer by IRonMaN

But the key to all of these issues are quite simple. Before any checks are cut to the beneficiaries, they have to provide their Social Security numbers. No SS#, no check --------------- simple as can be. If the attorney was in charge of distributions, I would put his name and number on the K-1s -------------- just to give him incentive to do it correctly in the future.

IRonMaNAnswer

Level 15

But the key to all of these issues are quite simple. Before any checks are cut to the beneficiaries, they have to provide their Social Security numbers. No SS#, no check --------------- simple as can be. If the attorney was in charge of distributions, I would put his name and number on the K-1s -------------- just to give him incentive to do it correctly in the future.

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