Skip to main content
C
charleslye
Level 3
February 2, 2022
Solved

Deceased 1040 or 1041

  • February 2, 2022
  • 1 reply
  • 1 view

help! my client died 12/31/2020, Final 1040 filed for 2020. Working the 1041 for the Estate now for 2021. In 2021 a 1099-R received under deceased SS# for a 401K loan defaulted in 2021. Do I use a 2021 1040 for the under his SS# or pass thru on the 2021 1041?  401K loan of $17k was forgiven by Fidelity but they issued a 1099R for 2021 for the debt forgiveness.  

This topic has been closed for replies.
Best answer by charleslye

1099R is under the deceased tax ID number. Not the Estate EIN, would it matter anyway?

1 reply

Just-Lisa-Now-
Just-Lisa-Now-Intuit Community Champion
Intuit Community Champion
February 2, 2022
In include it on the 1041 on Line 8 as IRD (In Respect of the Decedent) as the description.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    C
    charleslyeAuthorAnswer
    Level 3
    February 2, 2022

    1099R is under the deceased tax ID number. Not the Estate EIN, would it matter anyway?

    sjrcpa
    sjrcpa
    Level 15
    February 2, 2022

    No. The deceased didn't receive it because they were dead.

    The more I know the more I don’t know.
      Terms & ConditionsAccessibility statement
      Tax software
      Intuit Lacerte Tax
      Intuit ProConnect Tax
      Intuit ProSeries Tax
      Referral Program
      Workflow add-ons
      Intuit Tax Advisor
      Hosting for Lacerte & ProSeries
      eSignature
      Protection Plus
      Pay-by-Refund
      Intuit Link
      Accounting solutions
      QuickBooks Online Accountant
      QuickBooks Accountant Desktop
      EasyACCT
      Training & support
      Training Center
      Learn & Support
      Resources for starting a tax practice
      Tax Pro Center
      How to get started offering advisory services
      Call Sales: 833-564-8436
      Sitemap
      Turbotax icon creditkarma icon QuickBooks icon Mailchimp icon
      About Intuit Join Our Team Press Room Affiliates and Partners Software and Licenses

      © 2026 Intuit Inc. All rights reserved.

      Intuit, QuickBooks, QB, TurboTax, ProConnect, Credit Karma, and Mailchimp are registered trademarks of Intuit Inc. Terms and conditions, features, support, pricing, and service options subject to change without notice.

      By accessing and using this page you agree to the Terms and Conditions.

      Terms and Conditions About cookies Manage cookies
      Legal Privacy Security
      TRUSTe
      Products
      T1 Tax Module
      T2/CO-17 Tax Module
      T3 Tax Module
      T4, T5 & Other Tax Forms
      Tax Suites
      Single Returns (OnePay)
      ProFile 20
      QuickBooks Online Accountant
      Pricing
      Pricing & bundles
      Free trial
      Learn
      Getting started
      Training
      Webinars & events
      Support
      Download & activate
      Community & support
      System requirements
      Refer a friend
      Call sales: 1-844-861-3600
      Manage cookies

      © 2026 Intuit Inc. All rights reserved.

      Intuit and QuickBooks are registered trademarks of Intuit Inc. Terms and conditions, features, support, pricing, and service options subject to change without notice.

      Legal Privacy Contact Contact
      Logiciels
      Logiciel d’impôt T1
      T2/CO-17 Tax software
      Logiciel d’impôt T3
      T4, T5 et autres formulaires fiscaux
      Suites Fiscales
      PayezPourUN
      ProFile 20
      Signature Intuit pour ProFile
      QuickBooks en ligne Comptable
      Prix
      Prix et offres groupées
      Essai gratuit
      Apprentissage
      Démarrage
      Formation
      Webinaires et événements
      Soutien
      Télécharger et activer
      Communauté et soutien
      Exigences système
      Recommandez un ami
      Appeler les ventes : 1 800 943-9834
      Paramètres des témoins

      © 2026 Intuit Inc. Tous droits réservés.

      Intuit et QuickBooks sont des marques déposées d’Intuit, Inc. Les modalités, les fonctions, le soutien, les prix et les options de service peuvent être modifiés sans préavis.

      By accessing and using this page you agree to the Terms and Conditions.

      Nos offres d’emploi Contactez nous Renseignements juridiques Confidentialité