How do I deal with a 1099 misc that my client should not have received?

Forum|Forum|2 years ago
February 8, 2024
4 replies
16 views

My client received a 1099 Misc that should have been given to her mother who has only Social security income. The Mother has alzheimers and the company was doing some testing on her and her disease. They paid her $1400 and sent my client the 1099 Misc. How do I handle this?

ProSeries Professional

This topic has been closed for replies.

Best answer by abctax55

I would insist they fix this as it appears to be incorrect.

If that doesn't work, you can run the amount in/out on your client's return with an explanation (that won't be read, but documentation can help if an IRS letter appears).

It sounds like the $ 1400 wouldn't impact Mom's return, but that should be verified.

sjrcpa

Level 15

Have client contact the issuer and ask them to correct it.

The more I know the more I don’t know.

abctax55Answer

Level 15

I would insist they fix this as it appears to be incorrect.

If that doesn't work, you can run the amount in/out on your client's return with an explanation (that won't be read, but documentation can help if an IRS letter appears).

It sounds like the $ 1400 wouldn't impact Mom's return, but that should be verified.

HumanKind... Be Both

BobKamman

Level 15

Whose SSN is on the 1099? If his, why did he give it to them?

abctax55

Level 15

Bob.... 'cuz they asked? Ignorance of the whole process? Or maybe we are missing some info?

Good questions

HumanKind... Be Both

PATAX

Level 12

I agree with Anna but good luck trying to get it fixed. My experience is that they throw up every type of Roadblock possible in order not to fix it. Why? Because the fool that made the mistake might end up in an unemployment line, that's why. Now it's time to go to sleep as it's past my bedtime. Good night.😴

Sign up

Login with SSO

Let's get you signed in

Login with SSO