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Get your taxes done using TurboTax
If the 1099R is in your deceased husband's social, you don't want to include it on your return.
However, if the amount is small, you may not be required to file an estate return. Not every estate is required to file Form 1041 for income earned. If the estate has no income-producing assets or the annual gross income is less than $600, no return is necessary. The only exception is if one of the beneficiaries is a nonresident alien.
Here is a link to a TurboTax Help Topic regarding form 1041: How do I file Form 1041?
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February 8, 2020
1:12 PM