@AnnHW , assuming you are legal representative of the decedent,
(a) his final tax return should cover the all incomes in his name for the calendar year 2025. While it is true that the estate came into being post the passing of the decedent, the informational forms like 1099s will probably all have his SSN and so it is correct to include all these in his final return.
(b) sale of assets that are done by the Estate , with its own tax id ( EIN ) should be generally recognized in the tax return of the estate or sometimes passed / taxed at the inheritor level. Depends on the size of the estate and /or plans of the estate/ inheritors.
(c) you probably also have to file a form 1310, as the representative, to receive any tax refunds ( in the name of the decedent), unless there is a spouse involved. If there is a spouse, then he/she still can file MFJ
Is there more one of us can do for you ?
