Get your taxes done using TurboTax

RichardG · ‎June 4, 2019

From a federal tax perspective, there are two tax returns to be aware of:

You should prepare a final tax return for your mother, reporting all her income and deductions before her death.
The fiduciary (or one of the joint fiduciaries) must file Form 1041 for a domestic estate that has:
1. Gross income for the tax year of $600 or more, or
2. A beneficiary who is a nonresident alien.

You will likely need to file state income tax returns for your late mother and her estate as well.

Besides income taxes, you may be obligated to file a state inheritance or estate tax return. If your mother's estate is valued at over $5.49 million, a federal estate tax return may also be required