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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?
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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.
and ex marks the spot where those rocks and anvils hit me.
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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.
and ex marks the spot where those rocks and anvils hit me.
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and ex marks the spot where those rocks and anvils hit me.
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Send them a Form W-9 by Certified, Return Receipt Requested mail and document their refusal to supply their SSN.
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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.

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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?
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and ex marks the spot where those rocks and anvils hit me.
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@ me? I was pointing out that two threads on the exact same topic is inefficient.
@IRonMaN ? Jeff was just making a joke.
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ex-AllStar