My mom passed away in Nov 2021. All of her investments were in annuities and a brokerage account (all with beneficiaries defined, my sister and I), and a bank account that I am a co-owner of. She was living in assisted living with modest belongings, there was no tangible property to speak of. The "estate" is effectively closed with the exception of the bank account, which we left open to cover memorial services that concluded in Jan 2022. I talked to a lawyer who reviewed her will and indicated probate was not required. I did complete a probate affidavit to meet the "personal representative" requirements to file form 1310. There was no EIN setup, until today as I prepared to file a 1041. However, I am questioning if an estate return (1041) is needed as her estate did not generate any income ... other than maybe $2.00 of bank interest. Is a 1041 required?
