Well this is still a work in progress but please bear with me while I recount my tale of woe.
First mistake. Deciding to do the 1041 tax return for my step father's estate. How hard can that be. I only have interest from CD and T-Bills plus dividend from money-market fund.
So the bank would not cash the CD's until they matured. That meant that there was about 4 months post-death interest which the bank included on the 1099-INT for the live dad SSN. Now I need to do nominee interest forms.
The 1099-INT and 1096 require special red forms. No problem. Just order them on the IRS web site. Well they are back ordered. Finally an envelope comes from the IRS. It only has 1099-INT. The 1096 that I need to include to tell them that I am sending ONE 1099-INT is still back ordered. So I ended up ordering 25 forms from Amazon for $11. I manage to fill out and send the 1099-INT. Next day the IRS envelope comes with the 1096.
Now I spend several days agonizing over the 1041 and the state 1041 which has a couple extra forms to exclude the interest from government obligations.
I finally finish the forms. I had to dig in the instructions to find the address to mail the 1041 to. It was in a new streamlined format that drives off the two part zip code and does not have a street or PO Box.
I trot down to the post office and fill out certified mail with return receipt. To file 1099-INT electronically you need to sign up for a special program. I assumed same for 1041 but maybe not. You need Turbo Tax Business for $150 to do 1041.
Well anyway, the woman tells me that I have an incomplete address and her computer will not let her proceed without a street or PO Box.
So I go home to double check. I talk to the AI that explains the address format and suggests a street address that is used for private delivery services.
I gather a couple blank envelopes and print outs of the address stuff and head back to the post office. When I get there the woman is emptying the outside box and says "oh, I'm sorry. we close at 4:30"
So now I am back home and after giving more information the AI says that I am best off sending to the private delivery service address and they will sort it out.
So I guess back to the post office tomorrow. At least I have a book to mail to my friend so it will not be a total waste.
The sad part of it is I overestimated the tax and my estimated payment was $500 too high. They only send back paper checks for 1041. By the time someone works on the paper form and I get the paper checks, I bet that I will not be able to cash them because the probate has been closed and only the empty brokerage account remains.
Oh well. I am not necessarily asking for advice unless there is something significant regarding the choice of mailing address.
I just figured you might get a laugh out of my suffering :=)
First mistake. Deciding to do the 1041 tax return for my step father's estate. How hard can that be. I only have interest from CD and T-Bills plus dividend from money-market fund.
So the bank would not cash the CD's until they matured. That meant that there was about 4 months post-death interest which the bank included on the 1099-INT for the live dad SSN. Now I need to do nominee interest forms.
The 1099-INT and 1096 require special red forms. No problem. Just order them on the IRS web site. Well they are back ordered. Finally an envelope comes from the IRS. It only has 1099-INT. The 1096 that I need to include to tell them that I am sending ONE 1099-INT is still back ordered. So I ended up ordering 25 forms from Amazon for $11. I manage to fill out and send the 1099-INT. Next day the IRS envelope comes with the 1096.
Now I spend several days agonizing over the 1041 and the state 1041 which has a couple extra forms to exclude the interest from government obligations.
I finally finish the forms. I had to dig in the instructions to find the address to mail the 1041 to. It was in a new streamlined format that drives off the two part zip code and does not have a street or PO Box.
I trot down to the post office and fill out certified mail with return receipt. To file 1099-INT electronically you need to sign up for a special program. I assumed same for 1041 but maybe not. You need Turbo Tax Business for $150 to do 1041.
Well anyway, the woman tells me that I have an incomplete address and her computer will not let her proceed without a street or PO Box.
So I go home to double check. I talk to the AI that explains the address format and suggests a street address that is used for private delivery services.
I gather a couple blank envelopes and print outs of the address stuff and head back to the post office. When I get there the woman is emptying the outside box and says "oh, I'm sorry. we close at 4:30"
So now I am back home and after giving more information the AI says that I am best off sending to the private delivery service address and they will sort it out.
So I guess back to the post office tomorrow. At least I have a book to mail to my friend so it will not be a total waste.
The sad part of it is I overestimated the tax and my estimated payment was $500 too high. They only send back paper checks for 1041. By the time someone works on the paper form and I get the paper checks, I bet that I will not be able to cash them because the probate has been closed and only the empty brokerage account remains.
Oh well. I am not necessarily asking for advice unless there is something significant regarding the choice of mailing address.
I just figured you might get a laugh out of my suffering :=)
