Hello, I have received the 1099-R form (recipient TIN is the estate EIN number for my brother who passed away, not my SSN) in the mail.
The amount is $1900 and 10% was already withheld by TIAA (where my brother had this retirement account).
1. Do I need to file 1041 for Estate (for which I need Turbo tax for Business?) Also, read somewhere there is the estate tax return (Form 706). Really confused here.
2. Any impact on my personal tax return? I deposited the check to an estate bank account (gave that money to the mom who lives abroad).
Thank you so much for helping me out.
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