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Retirement tax questions
Yes. The estate distributes income to the beneficiaries through the 1041-K1, and you are not too late to prepare the estate return. The executor is not required to issue 1099 forms. Use the EIN when preparing the estate return.
- TurboTax Business Desktop (must use for Form 1041)
- Which TurboTax do I need to file a return for an estate?
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March 30, 2025
1:15 PM
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