IRS

The IRS has issued a 1099 for $27.00 of interest income for my mom for 2021. After a short and very entertaining conversation with my CPA (“You tried to call them? Hahahahahahahahaha!”), I will post a letter to them tomorrow asking:

• Do I amend mom’s 2020 return? The 1099 is for 2021.
• Do I file a 2021 return for an individual who’s official final return was filed for the 2020 tax year? Please explain exactly how that might work.
• Do I need to do anything at all with this? $27 in income isn’t exactly a taxable event for an entire year.

My CPA said to expect a response from the IRS next year. We got off the phone giggling. If he’s not concerned, neither am I. 😂