DMarkM1
Expert Alumni

Retirement tax questions

No, not for 2021 but for the year of the event (box 1 on the 1099-C).  The tax year for the 1041 will start on the date of death and run 1 year.  Yes, TurboTax business will have the Form 1041.  The non-business debt instructions for the 982 will work for the credit card debt.

 

 

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