spencerordin
Returning Member

Form 1041

I am using Turbo Tax premier. My husband passed away in August, 2020. I had to apply for an EIN to transfer some company stock he owned into my name but I have not touched the stock. When I received my EIN number, the paperwork said I would need to file a Form 1041. What is this? And do I need to file this if I have not cashed in the stock? Also, do I need to upgrade to TT Business if I need to fill out form. I am just very confused at this point.