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Business & farm
The form 1040 should include all income paid up to the date she died. It must be filed under her SSN. If the IRS has blocked the SSN to prevent identity theft, you must print and mail the return. You also must sign the return, which you can't do electronically when e-filing under her name.
https://www.irs.gov/taxtopics/tc356
The form 1041 would be used for the estate tax return, if the estate has taxable income after her death. It must use the estate EIN. This return would require Turbotax Business to prepare, which is only available as a download or CD for the PC, there is no Mac or online version.
‎August 16, 2021
10:13 AM
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