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Retirement tax questions
Thanks Scruffy, just trying to get answers. Mom's DOD was 10/15/15. I filed her 215 income tax. She owed nothing. Exact numbers from 1040 are income: interest $996, dividends $37, IRA distribution $3692, Pension $1560, S.S benfits $16809, . Turbo tax figured total income as $6285. Do I need to file a 1041 because most of the interest and pensions, and Ira distribution were before her death?
May 31, 2019
5:43 PM