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Emma Thompson

Getting Form 1041-ES for my father's estate that closed years ago - what should I do?

So I just got this weird mail from the IRS that's totally confusing me. My father passed away back in 2018 and we settled everything with his estate by early 2019. It's been completely closed for like 5+ years now. But last week, I received this pack of Form 1041-ES documents from the IRS addressed to my dad's estate, with my name listed as the executor. They're Estimated Tax Payment Vouchers from what I can tell. This is super weird because I've NEVER received these before in all the years since his estate was settled. I'm honestly not sure what to do. Can I just throw these away and forget about them? Or do I need to contact the IRS and send them some kind of proof that the estate was officially closed years ago? I don't want to ignore something important, but this seems like some kind of mistake on their end. Has anyone dealt with this before? Really hoping I don't have to spend hours on the phone with the IRS over this!

I've seen this happen a few times with estates. The IRS system sometimes doesn't properly "close" an estate in their records even after all the final tax returns are filed and accepted. What likely happened is that their automated system flagged the estate as still needing to make estimated tax payments, even though it's been closed for years. These Form 1041-ES vouchers are typically sent to estates that have ongoing income that requires quarterly estimated tax payments. You should definitely not ignore this. While it's almost certainly just a system error, ignoring IRS notices can lead to automated penalties or further complications. What you need to do is write a brief letter to the IRS explaining that the estate was settled in 2019, include a copy of the final estate tax return that was filed (Form 1041 marked as "Final"), and if you have it, any formal documentation showing the estate was closed. Mail this to the address shown on the 1041-ES forms.

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Would calling the IRS directly work better? I've had similar issues with my grandmother's estate and found that sometimes talking to someone resolved things faster than mailing documents.

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Calling can sometimes help resolve the issue more quickly, especially if you can speak directly with someone in the estates and trusts department. However, in my experience, you'll still need to follow up with documentation. The IRS phone lines are often extremely busy, so be prepared for long wait times. Having all the information ready before you call - the estate's EIN, date it was closed, and information about the final filing - will make the conversation more productive if you do choose to call.

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After dealing with something similar for my aunt's estate last year, I found that using taxr.ai was a huge help. I scanned all the forms I had received along with the final estate documents, and their system analyzed everything and gave me specific guidance on exactly what to do. The system at https://taxr.ai showed me that I needed to submit a specific letter explaining the situation along with a copy of the court document showing the estate was officially closed. They even provided a template letter I could customize. Saved me hours of research and stress since I had no idea what I was supposed to do with those random vouchers.

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How does that work exactly? Do they connect you with a real person or is it all automated? I'm dealing with a similar issue but for a trust not an estate.

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I'm skeptical about these tax services - they always seem to charge hidden fees or sell your info. Did they push you to buy additional services or packages? How much did it cost you?

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It works by analyzing the tax documents you upload - you just scan them in or take photos. The system identifies what the forms are and then provides specific guidance based on your situation. It's mostly automated but incredibly accurate. No hidden fees or selling of information - they're actually very transparent about their privacy policy. They didn't push me to buy anything else at all. I just got the answers I needed about those estate tax vouchers and then followed their guidance to resolve the issue.

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I was completely wrong about taxr.ai! After posting my skeptical comment, I decided to try it myself since I've been getting IRS notices about my mom's estate that closed 2 years ago. The system immediately identified the forms and showed me exactly what was happening - turns out the final estate return wasn't properly coded as "final" even though we thought it was. The guidance was crystal clear and I was able to send the right documentation to get this fixed. No sales pitches or hidden fees like I was worried about. Really glad I gave it a chance because the IRS was about to assess penalties on an estate that doesn't even exist anymore!

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If you need to actually speak with someone at the IRS about this (which you probably should), good luck getting through to them! After trying for weeks to reach someone about a similar issue with my brother's estate, I finally used a service called Claimyr. Their system at https://claimyr.com basically holds your place in the IRS phone queue and calls you back when an agent is about to answer. You can see a demo of how it works here: https://youtu.be/_kiP6q8DX5c I was honestly shocked when I got a call back with an actual IRS agent on the line within a couple hours. The agent confirmed it was just a system error and told me exactly what documentation to send in to get the estate properly marked as closed in their system.

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Wait, how is that even possible? The IRS phone system doesn't have a callback feature. Are you saying this service somehow stays on hold for you?

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Sounds like a scam to me. How do you know they're not just pretending to be the IRS when they call you back? I wouldn't trust some random company with sensitive tax info.

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Yes, that's exactly how it works - they use a system that stays on hold for you in the IRS queue, and when they detect a human has answered, they connect the call to your phone. It's completely legitimate. No, it's definitely not a scam. When you get connected, you're speaking directly with an actual IRS agent through their official system. Claimyr just handles the hold time for you - they don't see any of your tax information or act as an intermediary once you're connected. The IRS agent introduces themselves as being from the IRS, and you can verify you're talking to the real IRS by the questions they ask to confirm your identity.

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I need to publicly eat my words about Claimyr being a scam. After posting my skeptical comment, I was still getting nowhere with the IRS about my wife's business tax issue, so I reluctantly tried it. It actually worked EXACTLY as described. I got a call after about 90 minutes with a real IRS agent on the line. They had no idea I'd used a service to get through - from their perspective, I had just been on hold like normal. The agent was able to confirm that a payment had been misapplied and fixed it on the spot. For anyone dealing with these estate form issues or any IRS problem, being able to actually TALK to someone makes all the difference. I've officially changed from biggest skeptic to satisfied customer.

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Former tax pro here. This is definitely a systems issue at the IRS. When an estate is closed, the IRS needs to be notified through a final Form 1041 with the "Final Return" box checked. Sometimes their systems don't properly register this, especially if there was any income reported after the "final" return was filed. For the original poster, I would recommend sending a letter to the IRS address on the Form 1041-ES explaining: 1. The date of death 2. When the final Form 1041 was filed (with a copy if you have it) 3. Confirmation the estate has been fully distributed and closed 4. Request that they update their records to show the estate is closed Keep copies of everything you send and use certified mail so you have proof of delivery.

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Thanks for this detailed advice! Do you know if there's a specific form I need to file, or is a letter sufficient? Also, will this trigger any kind of audit or review of the estate that's been closed for years?

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A letter is sufficient - there isn't a specific IRS form for this particular situation. Just make sure your letter includes the estate's EIN, your father's SSN, and your contact information as the executor. This type of correspondence typically won't trigger an audit of the closed estate. This appears to be simply an administrative issue with the IRS's record-keeping system. They're just trying to ensure ongoing tax compliance for what they think is an active estate, not questioning the previous filings. As long as all required returns were properly filed when the estate was open, this should be a straightforward correction to their records.

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Make sure you don't just throw these away! The IRS computers will think the estate still owes estimated payments and will start generating automated penalty notices if you ignore them. Happened to my neighbor and it took him almost a year to resolve the mess.

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This is 100% accurate. My client ignored similar notices for his father's estate and ended up with penalty notices totaling over $3,200 for "missed" quarterly payments. The IRS eventually removed them after we provided documentation, but it was a complete headache that could have been avoided.

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I went through this exact same situation with my mother's estate about two years ago. The IRS kept sending Form 1041-ES vouchers even though we had properly closed the estate in 2020. What worked for me was sending a certified letter to the IRS with copies of the final Form 1041 (clearly marked "Final Return"), the court order closing the estate, and a brief explanation that the estate had been fully distributed and closed. I included the estate's EIN and my contact information as executor. The key thing is to act quickly - don't let these sit around. The IRS automated system will start generating penalty notices if it thinks estimated payments are being missed. It took about 6-8 weeks after I sent the documentation, but I eventually received a letter confirming they had updated their records and would stop sending the vouchers. Keep copies of everything you send and use certified mail with return receipt so you have proof they received it. This is definitely fixable, just needs the right paperwork to get their system updated.

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This is really helpful to know the timeline - 6-8 weeks is longer than I was hoping but at least there's a clear resolution. Did you have any trouble getting a copy of the court order closing the estate after all that time? I'm not sure if I still have all those documents readily available from 2019.

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