- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Get your taxes done using TurboTax
IF the 1099-R for your deceased mother contains her SSN, then her personal representative (executor) needs to file a Form 1041 Income Tax Return for Estates and Trusts (or at least determine whether or not it needs to be filed.
Information about Form 1041 is available, and a link to this form is here https://www.irs.gov/forms-pubs/about-form-1041
A worksheet to determine if this form needs to be filed is available here
https://www.irs.gov/help/ita/do-i-need-to-file-a-tax-return
Since $233 was withheld in federal taxes, it may be worth filing to get a refund even if filing is not required.
You did not mention which TurboTax product you are using, but you can find out if it supports Form 1041 by using the "Search" option and entering "Form 1041" in the search text box. Then click the link to jump to form 1041. The Search option is in the upper right corner of your screen.
If you TurboTax product does not support Form 1041, it may be cheaper to file by hand.
Don't forget you may need to also file a State return for her.