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Posted by Condor on February 4, 2008, 11:08 pm
Please log in for more thread options >I was appointed an executor of an estate recently. DOD was Nov 2007.
> Atty/Acct is out of town for 10 days and I wanted to get started on
> the taxes.
> Looking through the documents, I have found some
> 1099s that were received in January 2008 for the entire 2007 year. I
> know I now must get corrected 1099s to include only the time of
> 1-01-2007 through 11-12-07. Do I also ask for a 1099 for the
> remaining portion of the year at this time or wait until the form 706
> must be prepared and get one 1099 for the 2007/2008 ? There will be
> some dividends and Interest sent to the estate account for some months
> in early 2008. Stock, etc have not been sold yet. Thanks Karen
You don't need to request corrected Forms 1099. Follow the advice in the
previous response and complete the Table B worksheet on page 42 of IRS
Publication 559 and attach a copy to each tax return on which portions of
the income are included.
http://www.irs.gov/pub/irs-pdf/p559.pdf
Condor
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