M-MTax
Level 12
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The remaining 1099s would ordinarily be reported on the 1041, estate income tax return.

 

Otherwise, it appears as if you have a good handle on the general procedure, However, since your mother passed in November of 2024, you could file one 1041 which would be both an initial 1041 and a final 1041 (aka a fiscal year return).

 

For example, your fiscal year 1041 could begin on the date your mother passed in November and end on October 31st of 2025. In that event your filing deadline for the 1041 would be February 16th of 2026.

 

I am sorry for your loss.

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