michele
Level 7

Client passed away  in 2019. We do not do other members of the family just his.

He passed in Sept of 2019 and they closed out and sold his invesments in Oct 2019. They just now brought in his information. They never opened an estate or applied for an estate ID# all transactions were then reported under the clients social security number. I know in theory I should be doing a 1040&1041. I guess I am asking do I ask them to go ahead and apply for number and report as it should be although irs will be matching to ssn I would think they would see he is deceased and needs 2 returns. we are not talking about alot of money about $3200 in cap gains and 4000 in dividends. I know this will require them to amend their returns. I just don't think they knew what they were suppose to be doing.  

thx

Michele