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Retirement tax questions
If there is still income for his estate, you will file a Form 1041 Estate Tax return. That will produce a Schedule K-1 for each beneficiary. The Schedule K-1s for each beneficiary's share will then be reported on their individual income tax Form 1040.
You will need the TurboTax Business software to prepare the Form 1041 and Schedule K-1s.
Here is the link to the TurboTax Business Software
‎June 6, 2019
3:15 AM