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Retirement tax questions
Yes, you will wait until next year. The estate taxes will not be filed until 2025 since she died in January. TurboTax will not take your there, however you can use TurboTax Business Desktop to prepare them in 2026, for 2025.
You will keep track of all of the actions taking place after death, including any funds or property distributed so that you can be well prepared to file the first and, if applicable, final return. Form 1041 will be used and K1s will be distributed to the beneficiaries to report for 2025 taxes.
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March 15, 2025
2:06 PM