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Do I file a return for an investment account's earnings in the year after Mom's death(before a probate acct created)? TTax will not let me with death date prior to 2017?
The account is currently an Estate Account, created 9/2017, in probate. I have a 1099 from that account, and am waiting for one (requested) from her personal account from 1/2017 until 9/2017. This is the only asset remaining - do I need to file a personal return for the earnings in this period, or include it in the Estate tax filing, or do nothing?
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‎June 6, 2019
10:32 AM