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2025 1041 estimates received years after estate closed

PATAX
Level 15

Good client and friend died many years ago. The attorney prepared all relevant federal and state estate/inheritance returns and properly closed the estate years ago. The attorney did a great job. Now years later the executor (also client and friend) unexpectedly received four 2025 1041 estimated tax payment forms. Anyone have similar experience? Any possible reason for it? Thank you very much.

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11 Comments 11
sjrcpa
Level 15

Don't know but does it matter?  Shred them and ignore.

I think I've seen 1040-ES vouchers sent to dead people before.


The more I know the more I don’t know.
PATAX
Level 15

Thanks Sue.

IRonMaN
Level 15

Yeah, I’ve seen those things pop up in the mail for no real reason.


Slava Ukraini!
BobKamman
Level 15

Someone got the name and EIN and filed a 1041 last year claiming a $5,000 refund from withholding.  Or maybe made up some numbers that showed a loss on a K-1 that was then filed by an identity thief.  

Was the last 1041 filed marked "Final"?  Would that have made a difference?  

PATAX
Level 15

Thanks Ironman.

PATAX
Level 15

Thanks Bob. The attorney is very thorough, so I am sure it was marked "Final".

BobKamman
Level 15

You didn't prepare the 1041s?  In any case, my bet is that a 2024 return was filed.  In normal times, IRS would be able to tell you if that happened.  

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PATAX
Level 15

The attorney prepared the 1041, which is the norm here.

PATAX
Level 15

Client called attorney. A few clients of attorney also unexpectedly received 1041 estimates. Could be just a minor mailing issue like Sue and Ironman said. Thank you to all for responding. 

BobKamman
Level 15

Or, it could be the attorney's files were the only ones hacked.  I do a lot of balance-due 1041 returns, and my clients haven't received any unexpected forms.  

PATAX
Level 15

Could be regional issue.