Will an Estate tax return that received a refund need to amend to report refund?

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  • AZ-Tax
    Senior Member
    • Feb 2008
    • 2604

    #1

    Will an Estate tax return that received a refund need to amend to report refund?

    Will an Estate Tax Return (form 1041) that received a refund due to Brokerage firm w/h 20% Fed tax from an IRA payable to the Estate, need to file an amended return to report the refund which is above the exemption?

    Disregard question, I got Fed Refund confused with state refund.
    Last edited by AZ-Tax; 04-08-2016, 09:14 AM.
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