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eman2536
New Member

Can I file one return for income received before and after my Mother passed away in 2018?

I am filing a 2018 taxes return for my deceased mother.  I received 1099-B forms for the stocks and mutual funds sold after her passing. The proceeds of the sale were put in a new bank account titled the Estate of Mrs. XXX with myself noted as the Executor.  I also received 1099- Div forms from these funds that were issued prior to her death.  Can these all be reported on one return or is there another process that needs to be followed?  Thank you


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Can I file one return for income received before and after my Mother passed away in 2018?

The income received prior to her death would be reported on her final return for 2018.  

You will only need to file an estate return for the income received after her death.  This would be done using TurboTax Business, NOT Home and Business. 


(Edited 3/6/19 @ 11:22AM EST)

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4 Replies

Can I file one return for income received before and after my Mother passed away in 2018?

The income received prior to her death would be reported on her final return for 2018.  

You will only need to file an estate return for the income received after her death.  This would be done using TurboTax Business, NOT Home and Business. 


(Edited 3/6/19 @ 11:22AM EST)

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**Mark the post that answers your question by clicking on "Mark as Best Answer"

Can I file one return for income received before and after my Mother passed away in 2018?

I disagree. Any funds received after her passing need to go Form 1041 (Estate Income Tax Return).

Can I file one return for income received before and after my Mother passed away in 2018?

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Can I file one return for income received before and after my Mother passed away in 2018?

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