My father passed away on May 25th 2022.
- The estate is in probate (has not been closed)
- There is an EIN number for the Estate
- Bank Funds reported on 1099-R have been collected by the estate and are being held in an Estate account
- There are two beneficiaries, but no funds have been distributed as of yet.
- I anticipate that all property and financial distributions along with Schedule K1s will be complete in 2023
- At that point a final closing 1041 Fiduciary with Schedule K1 will be filed?
My question is:
As the executor of the estate, its my understanding that I must file a non-closing 1041 Fiduciary by April 18th 2023 (unless I go down the path of using the calendar year option - not at the moment). I do NOT have the SSAN of one of the beneficiaries. Do I / can I file a non-closing 1041 Fiduciary on April 18th 2023 without listed beneficiaries?
Vr
Rich
