Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

Missing social security numbers

Highlighted
Level 3

I am preparing a Form1041 for a deceased taxpayer for which there are 10 beneficiaries. 7 of the 10 beneficiary's refuse to give their SSN. due to in fighting.

The attorney and I have tried everything but to no avail. Some have suggested I use "requested" in the field for SSN.  I happened to be on the phone with the practitioners hotline on another issue and asked about remedies.to this one.. After being juggled around departments I got somebody who said the IRS does not advise or give guidance as this is technical . She went onto say it was up to my industry (CPA's) to decide what to do but if I failed to provide SSN's I could personally be held responsible for preparer penalties. Has anyone run into this? Does anyone have any advice?

Labels (1)
0 Cheers
1 Solution

Accepted Solutions
Highlighted
Level 15

But the key to all of these issues are quite simple.  Before any checks are cut to the beneficiaries, they have to provide their Social Security numbers.  No SS#, no check --------------- simple as can be.  If the attorney was in charge of distributions, I would put his name and number on the K-1s -------------- just to give him incentive to do it correctly in the future.

ex-AllStar, ex-Lutefisk taste taster, ex-ACME product tester
and ex marks the spot where those rocks and anvils hit me.

View solution in original post

0 Cheers
14 Replies 14
Highlighted
Level 15

But the key to all of these issues are quite simple.  Before any checks are cut to the beneficiaries, they have to provide their Social Security numbers.  No SS#, no check --------------- simple as can be.  If the attorney was in charge of distributions, I would put his name and number on the K-1s -------------- just to give him incentive to do it correctly in the future.

ex-AllStar, ex-Lutefisk taste taster, ex-ACME product tester
and ex marks the spot where those rocks and anvils hit me.

View solution in original post

0 Cheers
Highlighted
Level 3
Oddly they don't care about checks.  Bizarre I know.  
0 Cheers
Highlighted
Level 11
If you as the estate accountant needs to maintain records indefinitely, you can bill them for your time, $100 a month to do virtually nothing, until they provide the information. Pretty soon there will be no distributions, just accounting fees.
** I'm still a champion... of the world! Even without The Lounge.
0 Cheers
Highlighted
Level 15
Not a bad idea, but I think I would go with $101.18.  The $100 dollars sounds like a number that was just pulled out of the air while the $101.18 sounds like it has some basis to it.
ex-AllStar, ex-Lutefisk taste taster, ex-ACME product tester
and ex marks the spot where those rocks and anvils hit me.
0 Cheers
Highlighted
Level 8

Send them a Form W-9 by Certified, Return Receipt Requested mail and document their refusal to supply their SSN.

0 Cheers
Highlighted
Level 3
We have done this, thank you .
0 Cheers
Highlighted
Level 12
What about a certified letter from the Attorney telling the beneficiaries that the required tax return will not be filed until they provide that information, and that they will be held personally responsible for the late penalties?

I doubt if this would be legal, but it would be nice if the lawyer could tell them that if they do not provide that information by a certain date, they will no longer be a beneficiary.  :smile:
0 Cheers
Highlighted
Level 15

Same story/answer...

https://accountants-community.intuit.com/questions/1774833-social-security-number-missing

Did you change your user name from "Ruth" to "ruth", or is this just an odd coincidence?

Former Chump... umm.... AllStar.
If a post answers your question, click on *Accept as solution* for future searches
0 Cheers
Highlighted
Level 15
It saves Intuit a ton of money on toner costs by dropping the capital letter.
ex-AllStar, ex-Lutefisk taste taster, ex-ACME product tester
and ex marks the spot where those rocks and anvils hit me.
0 Cheers
Highlighted
Level 3
I'm afraid I don't know what you mean.  Pardon me for bothering you with two questions.
0 Cheers
Level 15
"I'm afraid I don't know what you mean."  

@ me?  I was pointing out that two threads on the exact same topic is inefficient.
@IRonMaN ?  Jeff was just making a joke.
Former Chump... umm.... AllStar.
If a post answers your question, click on *Accept as solution* for future searches
0 Cheers
Highlighted
Level 15
@Ruth or @Ruth what is meant that you appear to have two very similar user names. One just starting asking questions and the other has been around for quite a while. Sometimes we meter our response based on what experience the user seems to have. Try to use this account https://accountants-community.intuit.com/users/205d1003-8c36-4a43-8276-1772c0d7004a instead of this account https://accountants-community.intuit.com/users/ba6c6566-9c18-42a0-8520-17fb678019ed

ex-AllStar
0 Cheers
Highlighted
Level 1
Thank you George for explaining. I have no clue as to how I have two accounts. Perhaps when I updated an email? I will try and delete the second one.
0 Cheers
Highlighted
Level 15
I doubt you can delete it. Change the name from ruth to something you would recognize, but not use. Or change the Ruth to something fancier. I am on about my 4th user name change so that my old stuff won't get caught. :wink::wink:

ex-AllStar
0 Cheers