pk
Level 15
Level 15

Retirement tax questions

@saviorconnection , no 1099s needed because there were no earnings distributed.  However, if the Estate was registered with the IRS, you have file a return ( Using TurboTax Business ) as a final return showing all the assets and distributions thereof.  If you did not register ( i.e. get an EIN  ) for the  estate/trust, then there is nothing to report.

 

Hope this helps

 

pk