final estate tax filing

[sambruce14]

My mother passed in April 2020 and I need to make a final tax return to close out her estate.  It should be relatively straightforward as the only document I have received is a 1099R and there was no income in 2021.  I have two questions:

1) I purchased the Premier version of TurboTax for 2021 and filed my own personal taxes using that version.  Can I use that same software to file the return for the estate of my mother?

2)  The 1099R says to make a copy and mail it along with the return.  I think I can file the 1099R electronically along with the return.  Is that correct?

Thanks alot

[Anonymous_ · Accepted solution]

You need TurboTax Business to prepare an income tax return for an estate (Form 1041).

See https://turbotax.intuit.com/small-business-taxes/

The estate is not required to file a return unless it has $600 or more of gross income.

See https://www.irs.gov/instructions/i1041#en_US_2021_publink1000285942

If a return is filed, the 1099-R does not have to be included (or filed) with the return unless federal income tax has been withheld.