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There are no such tax forms, but you can google tax checklists.
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Decedent, not descendent.
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But I don't use the 1098. I've seen too many duplications of mortgage interest and RE taxes, input on the 1098 AND Sch A itself.
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I was in your shoes for a 2022 client, and I missed it, too. IRS caught it for me so I could do it right for 2023.
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I have a mantra: no matter what I charge, the client will find someone who charges LESS and someone who charges MORE. You say $200, they know someone for $150. ...
