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It will go on a 1041 and if the estate already distributed the money then goes to beneficiaries. It would be first and last return. More troubling is that the bank issued the money to a dead person 2 years after. How did they cash the checks? I think I would make them talk to the bank. it should have been issued to the estate. Does the estate even have a EIN number? It will not go on the deceased person return. you can't file a return for her. If they don't have a EIN number you can apply for one and then file an extension for the estate return. You can do this online.

Put 'em on extension and deal in May. Demand better documentation.

Easy to overthink - but she's doing this annually, and getting paid. Facts and circumstances here push to SE.

I would amend the 1065.

No, but I don't need them quitting their jobs and moving back in with me!

Tired brain - I was dialing 800 instead of 866!! Thanks for your input.

Are you being paid to worry about this? The executor or personal representative from the estate needs to file the tax return if so inclined. Since you say tax was withheld, how do you know it would owe taxes?

Yeah, I don't think much of anything has been fixed.

I have FileShare, a simple portal, free with my CCH SiteBuilder website. I also use CCH's eSign, and my clients have been liking it. CCH's eSign works for federal and all states EXCEPT NY (CCH is working on getting NY into the fold). I'm in CT and have a lot of NY commuters, NY residents, etc., so use FileShare for their returns and for clients who are used to FileShare and reluctant to try something new. But, eSign has been working for all my other clients. Have a couple in Singapore coming up soon. The eSign license is free; then you pay-per-use for verified signatures (like 8879) and a lesser fee for unverified (maybe engagement letter). It's been really fast.

Basically the same thing, but is texting a picture of the signed form acceptable? I've had a few clients do that.

I would ask them to sign the form, scan it, and email it to you. Then ask them to mail it to you. I would file with the scanned copy if that's my client from previous year(s).

She’s under the filing requirements for NR MA. Thanks for the quick response, especially this time of year

Just an update. The client brought me returns back to 2007. This was very helpful. I did find the depreciable basis of one property and the calculation of the profit percentage for the installment sale. Assuming the depreciation was correct when the profit percentage was calculated, it is correct. The last purchased rental depreciation was calculated without subtracting the land value. I retrieved the figures from the county site. Now, the bad, no interest on the installment sale reported any where in any year. The installment sale originated in 2015. I scoured those returns for the interest. Why, I don't know other than looking for the possibility of the numbers being placed somewhere else and not on line 8a from the previous form 1040. Each year line 8a is blank except for 2016 has 37.00 on that line. So, 3115 it is and all the bad news to the client. The total interest NOT reported is approximately 8K. 2018 is 3900.00. Here is what I hate about this. First year this client comes to me and will have to pay dearly. I'm sure it makes him wonder if he should have came to me at all. I am going to ask the client what the previous preparer's background is. All return copies back to 2007 were not signed and has been completed using HRB online software. I have documented proof of my findings and printed the 6252 instructions to show him where the interest should have been reported. All I can do is advise him that he is responsible to file an accurate return and the 2015, 2016, & 2017 should amended to reflect the tax due. Yes, he will owe money for 2015. No, this is not my only client, there are at least 15 returns waiting and most of them are rental properties with one that may need a gift tax return completed. Working long hours but have my mind made up that anything after the 9th goes on extension. Anything that has been dropped off and not completed by the 10th goes on extension. I have a few that are on hold for additional information. Those may hit the extension block as well. Oh yeah Margaret, our favorite CRUT it due any day and you know that is definitely getting an extension.

No gift tax returns required. If the parents apply for Title 19 within five years, the lawyer who handles the application will have to deal with the transfer of funds, not you.

Report. Hike the fee.

No worries, jasdim. Most of us, me especially, have made similar mistakes. Our brains fart and, well, sh*& happens! But we are so lucky to have this great group to set us straight - with love, yet! And we can't be all knowing all the time - well, there are a couple on here that come mighty close, though.

Exactly, and I don't like to report anything to IRS that isn't required or necessary. Since I'm unsure, it will be reported. The post was as much as rant as anything else. Part of my annoyance is that this person comes to me every few years and does her returns by hand in other years. She makes little mistakes here and there, and she carries out the results to include the cents. I'm just really fed up with people in general right now.

6252 for reporting gain.