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Discussion Forum Index --> Basic Tax Questions --> Stimulus recieved for deceased father
Discussion Forum Index --> Tax Questions --> Stimulus recieved for deceased father
Cpennin406@aol.com (talk|edits) said:
| 8 July 2008
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| My clients father died in 2007 he (son) is the executer, he recieved a stimulus check for the father and i don't know how to handle it. do they send the check back uncashed or is it theirs t keep (It's in the fathers name). Where would they send it. I'm at a total loss on this one. Does anyone have a phone number to speak to a PERSON at the irs. I know i sound stupid thats because i am i've retired but i cant get some of my older clients to realize this and to be honest i enjoy doing a few returns every year but i'm actually getting too rusty for that.
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Pegoo (talk|edits) said:
| 8 July 2008
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| Isn't the check for the estate and then be distributed to the heirs on the will?
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Cpennin406@aol.com (talk|edits) said:
| 8 July 2008
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| I can't find anything about that only immediate family such as spouse and children. Thank you sooo much for your reply.
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Rosendale (talk|edits) said:
| 8 July 2008
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| Deceased individuals are indeed eligible for economic stimulus rebates. If there is an executor, that implies that there is an estate, and this would be treated like any other refund or income item.
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Omega1911 (talk|edits) said:
| 10 July 2008
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| Are you familiar with the form "1310"? It basically gives the right to a survivng spouse, executor of an estate, etc., the right to receive the decedent's refunds. Did the Father get a refund for 2007? If he did, how did the son handle that? Now mind you that the Father could have had a balance due, the stimulus check sent after the Bal. due was offset, but the question remains, is this a case where a simple form 1310 could have made the difference? I know the 1-800-829-1040 lines is a mess, but have you tried the TP Advocate number? I know they are supposed to be a last ditch resource when all else fails, but it looks like you're at that point. You may also want to consider going to the Walk-In service (if you have one in your area). Worse case scenario - write a letter to the Accounts Management Branch at the Service Center that processed the Father's return. Ask for guidance in the situation; chances are it will be passed on to the Specialty Tax Unit and take a while to get answered, but their answer may prove sufficient.
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Rosendale (talk|edits) said:
| 10 July 2008
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| This hardly seems like a matter for the TA. I don't know what the probate laws in your state require, but isn't there an estate checking account where the check could be deposited? In most estates, lots of checks and refunds come in the decedent's name, and the probate laws provide an orderly process to sort it all out.
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Donnafoleytx (talk|edits) said:
| 11 July 2008
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| I had this exact same situation and called the IRS. They said return the check with the form 1310 and they will reissue in the appropriate name.
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