Will Social Security send my deceased mother's 2024 tax statement to trustee? Need for trust tax return

When my dad passed I had to specifically request his tax documents from SS. They don't automatically send them once someone is reported deceased. Call the 800 number and have a copy of the death certificate and trust documents ready to prove your trustee status. They can mail it to you or sometimes even generate it while your on the phone.

You'll need to request her SSA-1099 specifically as the Trustee. Social Security doesn't automatically send tax documents for deceased beneficiaries. You can request it by: 1. Visiting your local SSA office with your Trustee documentation and her death certificate 2. Calling the national number (though wait times can be substantial) 3. Submitting a written request with certified copies of your documentation For tax purposes, you'll need both the 1099 showing benefits paid to her while alive, plus documentation of any payments that were returned after death. Make sure you're reporting everything correctly on both the final 1040 and any trust tax returns.

I went through this exact process last year with my uncle's estate. You definitely need to request the SSA-1099 - it won't come automatically. Here's what you need to know: Social Security has a specific process for authorized representatives (which includes trustees). You'll need to submit Form SSA-1699 (Representative Payee Accounting Form) along with proof of your trustee status. Be prepared for a significant wait time when calling - I tried for weeks without success. I finally used Claimyr (claimyr.com) which got me connected to an SSA agent within 20 minutes. They have a video showing how it works at https://youtu.be/Z-BRbJw3puU - it really saved me countless hours of frustration. Once connected, the agent can either mail the 1099 or in some cases provide the information verbally if you explain it's for tax purposes. You'll want to request it no later than early February to have time for your tax preparation.

My condolences on your loss. When my husband died SS was notified but I needed to call for his 1099. The SS payment that's "clawed back" won't show on the 1099 btw - only what she actually received and kept.

THEY WONT SEND ANYTHING!!! I went thru this with my dads estate and SS was the WORST agency to deal with. Took me 3 MONTHS to get his 1099 and almost missed tax deadline. Go to the office IN PERSON dont bother with the phone!!!

Just wanted to add - make sure when you're doing the tax returns you're separating what goes on the final 1040 vs what might need to be reported on the trust return (Form 1041). Social Security benefits received before death go on her final personal return, but depending on your trust structure and if benefits were paid to the trust, reporting could differ. Might be worth consulting with a tax professional who specializes in estate matters.

Something else to consider - if she was receiving benefits as a widow or from a divorced spouse, that might affect how you need to request the documents. Be super specific with SSA about what tax documents you need, or you might end up with incomplete information. Also, while you're at it, check if there's any possibility of survivor benefits for eligible family members if anyone qualified.