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1041 filing requirement x
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  • Amsterdam accounting
    started a topic Estate returned

    Estate returned

    I need your help to complete this form because this is the case of a priest friend of mine who died in 2018, he did not leave a will but he had in his retirement account 51,000 dollars that the state has already given to his sister as a representative. This happened last year but no tax was ever filled out. He was ill for over 3 years so I don't think...
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  • taxmandan
    started a topic Final 1041 required?

    Final 1041 required?

    I'm not real familiar with estate returns and unclear if my client (fiduciary) needs to file a final return. We filed for 2015, no tax due, now she wants to file the final return for 2016 and close the estate. There is all of $65 of interest and expenses for her services and tax preparation, that's it. With the $600 exemption there will be no taxable...
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