rhondigal
New Member

I need to file a 1041 on my moms estate for a small amount. Do I do that on a separate account?

We filed a final return for her in 2016 for the year 2015 in which she passed.  I received the 1099R for the year 2016.  I was told I need to fill out a 1041 form to see the amount myself and my two brothers may need to claim on a schedule K. Do I need to start a new account with the Estates name?