Sorry for your loss.
1. Income received by her estate is taxed to her estate. Income from any joint accounts or anything that passed directly to you is not.
2. Y/E 4/30/2023 would mean the 1041 is due on the 15th day of the 4th month so 8/15/2024.
3. Kiddie tax? It doesn't matter how kids get taxable income. If it's taxable it could be subject to that tax.
4. You would pass your share of the income through to yourself on a K-1 and that would be for 2024.
5. Capital gains can be passed through absolutely on the final 1041 return.
6. Trusts are mostly the same as estates in their final year.
7. Need to watch out for paying yourself fiduciary fees.....for your time spent on the estate......without authority in a will or trust or court approval. You wouldn't want to report any fees you collect on your schedule c anyway. You can recover most of your out of pocket costs though.
