@nosillo2 wrote:
The final tax return was submitted in April 2025 for 2024 taxes. The decease received interest income (IRS) and State Refund (itemized for 2024) for 2025. How are those items reflected on Form 1041?
As interest income on the 1041 (from the IRS) and the state refund is not taxable unless there was a tax benefit to the decedent (i.e., state taxes were deducted in 2024 and the deceased received a benefit from that deduction).
