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?