My mother passed away in March 2021, prior to filing her tax return for 2020. She did leave a will and assigned me as executor of her estate.
i did provide everything to the county and received the short certificate.
I also applied for a tax EIN to have her money moved into an estate account at the bank under the tax of number.
When preparing her taxes for 2020, it said to also file a form 1310, but the form asks for the name of person claiming refund and their social security number (not the estate and tax EIN).
Since the refund is going into the estate account to be split up between my siblings, shouldn’t it be my name and EX for executor and the tax EIN?
I also see there is a form 1041 for filing. I am so confused because nothing is being distributed until her home is sold.
since she passed in 2021 would the 1040 be filed for this year and the 1041 be filed for next year? Her will states everything is to be liquidated. We hope to sell the home within the next few months.
I have researched it for hours and only get more confused.
Any assistance provided is greatly appreciated!
