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Retirement tax questions
It depends. Based on the information above, it would seem a Form 1041 is may be required since the filing requirement is $600 of taxable income. If the gross proceeds were greater than $600, when adding the dividends, then a return is required to show the cost basis. If this is the case, all income from dividends, and stock sales would require you to file Form 1041, for the estate.
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March 30, 2025
12:42 PM