2025 1041 estimates received years after estate closed

Forum|Forum|1 year ago
February 20, 2025
11 replies
40 views

Good client and friend died many years ago. The attorney prepared all relevant federal and state estate/inheritance returns and properly closed the estate years ago. The attorney did a great job. Now years later the executor (also client and friend) unexpectedly received four 2025 1041 estimated tax payment forms. Anyone have similar experience? Any possible reason for it? Thank you very much.

ProSeries Professional

This topic has been closed for replies.

Show previous replies

E

Elizabeth6600

Level 2

Who do you contact in IRS.? The same thing has happened to me. I received Form 1045 ES, along with vouchers and no explanation. As executor of my sister's estate who passed in 2008, I contacted my probate attorney. She reviewed her notes and indicated a payment was reflected on the first account and the second and final account was prepared by another accountant in 2017. I contacted the accountant and he indicated that his files during that period were shedded. My probate attorney indicated that she has never encountered where estimated taxes were requested years after approval of final accounting. Who can I contact at the IRS to find out exactly why I'm receiving this form and vouchers? This is wearing on me because I need an official response as to why I received this form. I want to do the right thing. Should I seek assistance from a place like HR Block. What should I do?

BobKamman

Level 15

People who program computers make mistakes. You can try calling IRS and demanding perfection, but you won't get it. You will just listen to a lot of music on hold, then take time away from the few remaining staff who want to help people who have real problems. You seem to have some unresolved issues about the loss of your sister, and we all share our sympathy. But if you want an apology, contact your member of Congress and point out that it's false economy to fire programmers when more are needed, with better morale, to prevent such mistakes.

Sign up

Login with SSO

Let's get you signed in

Login with SSO

Scanning file for viruses.

This file cannot be downloaded