Retirement tax questions


@sledhead1966 wrote:

Can I include the 1099 under a personal income tax return form 1040 or is this 1099-INT required to be filed as part of an estate tax return form 1041 using the estate tax ID?


As @dmertz indicated, you need to allocate the interest between that which was earned prior to her passing and that which was earned thereafter.

 

If the amount of interest earned after she passed was less than $600 (and there is no other income that accrued to the estate), a Form 1041 is not required to be filed.