IRS Form Letter Response Advice

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Subject Author Date IRS Form Letter Response Advice dpb 07-13-2008  Re: IRS Form Letter Response Advice D. Stussy 07-13-2008  Re: IRS Form Letter Response Advice Harlan Lunsford 07-13-2008  Re: IRS Form Letter Response Advice dpb 07-13-2008  Re: IRS Form Letter Response Advice Ron Rosenfeld 07-14-2008
Posted by dpb on July 13, 2008, 1:39 pm Please log in for more thread options Received letter addressed to mother, decd., noting no 1040 filed for 2006 (deceased 12/05). Do (and did) file 1041 for the trust beginning in '06 (under trust TID, of course). I suppose the reason the form letter was generated was that one investment (a realty limited partnership) was overlooked when transferring assets into the trust before and, therefore, wasn't thought of after so generated a K-1 under her SSN. It was included on the 1041 and proceedings initiated to get the registration corrected. Finally, the question--the form has no real way to answer the question in the check boxes, specifically. There's a line for why not required to file which I presume I can simply state "deceased" but should I amplify that a 1041 was filed for the trust or since that isn't the specific taxpayer in reference would that add additional confusion rather than clarify? Also, there's a question on "total income" in '06 -- anything that did still have her SSN the above K-1 and some gas royalties were reported w/ the 1041. Should those be indicated I suppose so they don't have a mismatch on documents compared here even though were reported? I know, revised K-1 would have been nice, but I'm still fighting the name change, the likelihood of these folks responding to send a revised K-1 is about a snowball's chances in July... The royalties were another similar case of simply it taking such a long time to get the payors to update their records. My inclination would be to simply state "deceased" and any income under the SSN was reported on the 1041 and giving that TID. Other ideas/suggestions? -- -- << ------------------------------------------------------- >> << The foregoing was not intended or written to be used, >> << nor can it used, for the purpose of avoiding penalties >> << that may be imposed upon the taxpayer. >> << >> << The Charter and the Guidelines for submitting posts >> << to this newsgroup as well as our anti-spamming policy >> << are at www.asktax.org. >> << Copyright (2007) - All rights reserved. >> << ------------------------------------------------------- >> Posted by D. Stussy on July 13, 2008, 3:09 pm Please log in for more thread options > Received letter addressed to mother, decd., noting no 1040 filed for > 2006 (deceased 12/05). > > Do (and did) file 1041 for the trust beginning in '06 (under trust TID, > of course). > > I suppose the reason the form letter was generated was that one ... > > My inclination would be to simply state "deceased" and any income under > the SSN was reported on the 1041 and giving that TID. Other > ideas/suggestions? Throw in a copy of the death certificate as an attachment. -- << ------------------------------------------------------- >> << The foregoing was not intended or written to be used, >> << nor can it used, for the purpose of avoiding penalties >> << that may be imposed upon the taxpayer. >> << >> << The Charter and the Guidelines for submitting posts >> << to this newsgroup as well as our anti-spamming policy >> << are at www.asktax.org. >> << Copyright (2007) - All rights reserved. >> << ------------------------------------------------------- >> Posted by Harlan Lunsford on July 13, 2008, 5:20 pm Please log in for more thread options D. Stussy wrote: >> Received letter addressed to mother, decd., noting no 1040 filed for >> 2006 (deceased 12/05). >> >> Do (and did) file 1041 for the trust beginning in '06 (under trust TID, >> of course). >> >> I suppose the reason the form letter was generated was that one ... >> >> My inclination would be to simply state "deceased" and any income under >> the SSN was reported on the 1041 and giving that TID. Other >> ideas/suggestions? > > Throw in a copy of the death certificate as an attachment. > AND request that they remove her name from their mailing lists. (grin ChEAr$, Harlan Lunsford, EA n LA -- << ------------------------------------------------------- >> << The foregoing was not intended or written to be used, >> << nor can it used, for the purpose of avoiding penalties >> << that may be imposed upon the taxpayer. >> << >> << The Charter and the Guidelines for submitting posts >> << to this newsgroup as well as our anti-spamming policy >> << are at www.asktax.org. >> << Copyright (2007) - All rights reserved. >> << ------------------------------------------------------- >> Posted by dpb on July 13, 2008, 9:03 pm Please log in for more thread options Harlan Lunsford wrote: > D. Stussy wrote: >>> Received letter addressed to mother, decd., noting no 1040 filed for >>> 2006 (deceased 12/05). >>> >>> Do (and did) file 1041 for the trust beginning in '06 (under trust TID, >>> of course). >>> >>> I suppose the reason the form letter was generated was that one ... >>> >>> My inclination would be to simply state "deceased" and any income under >>> the SSN was reported on the 1041 and giving that TID. Other >>> ideas/suggestions? >> >> Throw in a copy of the death certificate as an attachment. >> > AND request that they remove her name from their mailing lists. (grin > > ChEAr$, > Harlan Lunsford, EA n LA Ha! Don't think IRS would ever remove a name, would they? Might always be blood in them there turnips, eh? Of course, if were sent to her previous residence instead of ours, it would have been returned as undeliverable... :) Another thought I hadn't thought before, would be that I could, I suppose, since I'm not the taxpayer in question, ignore it? I don't really propose doing that, but what could they do? :) I was wondering about the "income" question, though--should I go to the trouble/effort to go back through the royalty statements, etc., to actually report $$ that were in her SSN that were reported on the 1041 or just use the action description and see if that satisfies? Thanks for the input... -- -- << ------------------------------------------------------- >> << The foregoing was not intended or written to be used, >> << nor can it used, for the purpose of avoiding penalties >> << that may be imposed upon the taxpayer. >> << >> << The Charter and the Guidelines for submitting posts >> << to this newsgroup as well as our anti-spamming policy >> << are at www.asktax.org. >> << Copyright (2007) - All rights reserved. >> << ------------------------------------------------------- >> Posted by Ron Rosenfeld on July 14, 2008, 5:25 pm Please log in for more thread options >My inclination would be to simply state "deceased" and any income under >the SSN was reported on the 1041 and giving that TID. Other >ideas/suggestions? I'm not an accountant, but in my own life I have frequently had to deal with income that was reported to the IRS under my SSN but was filed under another SSN/EIN. In all cases, a note to the IRS stating that along with the ID number under which it was reported satisfied them. I presume the same would be the case in your circumstance. --ron -- << ------------------------------------------------------- >> << The foregoing was not intended or written to be used, >> << nor can it used, for the purpose of avoiding penalties >> << that may be imposed upon the taxpayer. >> << >> << The Charter and the Guidelines for submitting posts >> << to this newsgroup as well as our anti-spamming policy >> << are at www.asktax.org. >> << Copyright (2007) - All rights reserved. >> << ------------------------------------------------------- >> Similar Threads Posted Got Letter From IRS For Audit - Need Advice Please March 20, 2007, 3:24 pm can you believe this response--1040ez February 18, 2008, 8:36 pm response from the board November 13, 2008, 2:19 pm irs agreement letter January 11, 2007, 1:07 am CP2501 letter February 11, 2008, 7:39 pm Got this letter today June 30, 2009, 9:01 am IRS Estate Tax closure letter October 31, 2006, 1:28 am Massachusetts efile letter November 24, 2006, 11:34 pm Re: Letter from IRS- quick question May 9, 2008, 12:02 pm Accountability of "Subsidiary" Covered by a Tax Exempt Letter February 4, 2009, 4:57 pm