Missing social security numbers

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?

2 additional answers

No answers have been posted

More Actions

People come to Accountants Community for help and answers—we want to let them know that we're here to listen and share our knowledge. We do that with the style and format of our responses. Here are five guidelines:

  1. Keep it conversational. When answering questions, write like you speak. Imagine you're explaining something to a trusted friend, using simple, everyday language. Avoid jargon and technical terms when possible. When no other word will do, explain technical terms in plain English.
  2. Be clear and state the answer right up front. Ask yourself what specific information the person really needs and then provide it. Stick to the topic and avoid unnecessary details. Break information down into a numbered or bulleted list and highlight the most important details in bold.
  3. Be concise. Aim for no more than two short sentences in a paragraph, and try to keep paragraphs to two lines. A wall of text can look intimidating and many won't read it, so break it up. It's okay to link to other resources for more details, but avoid giving answers that contain little more than a link.
  4. Be a good listener. When people post very general questions, take a second to try to understand what they're really looking for. Then, provide a response that guides them to the best possible outcome.
  5. Be encouraging and positive. Look for ways to eliminate uncertainty by anticipating people's concerns. Make it apparent that we really like helping them achieve positive outcomes.

Select a file to attach: