Filing taxes for an Estate

Pea65 · ‎March 28, 2025

Requested and received an EIN in 2024 for deceased aunt’s estate because one of her annuities wouldn’t allow using her SSN to receive payment because she didn’t list a living beneficiary. The payout was around $8,500. Her estate received a 1099-R for 2024, so as her executor, do I need to file Federal and CA State tax returns for this?

DaveF1006 · ‎March 28, 2025

Yes, you will need to file a federal 1041 trust return and a 541 trust return for the State of California.

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DaveF1006 · ‎March 28, 2025

Yes, you will need to file a federal 1041 trust return and a 541 trust return for the State of California.

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Pea65 · ‎March 31, 2025

Thanks!

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Filing taxes for an Estate