Decedent - Reconciliation of Information Returns Worksheet

Show expandable text


Product support for ToolBox CS ended on October 31, 2022.

Help & How-To Center content for ToolBox CS may be outdated and is used at your own risk.

This tax worksheet allocates amounts reported on information returns in the year of death between the decedent and his estate or beneficiaries.

See Publication 559 for further details.


List each withholding agent (employer, etc.).

Was this article helpful?

Thank you for the feedback!