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L
LRoth
Level 2
March 3, 2025

1099-R issued to Estate after Final 1041 has been filed

  • March 3, 2025
  • 2 replies
  • 16 views

 A final 1041 was filed for the 2022 tax year for an Estate.  In 2024, an additional (sizable) asset was located and a 1099-R was issued to the Estate EIN for 2024.  Over $24,000 of federal income tax was withheld from the distribution.  Can a 1041 be filed for 2024 to report the income and claim the refund even though a "final" 1041 was filed for the 2022 tax year?  

    2 replies

    sjrcpa
    sjrcpa
    Level 15
    March 3, 2025

    Yes

    The more I know the more I don’t know.
      BobKamman
      BobKamman
      Level 15
      March 3, 2025

      What makes you think there will be a refund?  Was the asset distributed in 2024?  Make sure the beneficiaries know to expect a K-1.  

        L
        LRothAuthor
        Level 2
        March 3, 2025

        Yes - all assets/income was distributed and the beneficiaries know a K-1 is coming. 

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