PaulaM
Employee Tax Expert

Retirement tax questions

Is an estate tax return required to be filed? 

An estate tax return is required if the estate generated more than $600 in annual gross income. If you are required to file an estate tax return, then you can include it on line 8, other income.

If there will be no estate tax return, then it does not need to be reported anywhere.

https://www.irs.gov/businesses/small-businesses-self-employed/deceased-taxpayers-filing-the-estate-i...

https://www.irs.gov/pub/irs-pdf/i1041.pdf

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