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Estate Final 1041 Filing

pamowen1027 — Wed, 11 Feb 2026 07:07:35 GMT

We are close to closing probate and issuing the beneficiary payout. Since this will occur in the middle of 2024, when do I file the final 1041? Is there a short-year filing?

Thank you,

Pam Owen

Re: Estate Final 1041 Filing

M-MTax — Fri, 26 Apr 2024 16:34:07 GMT

Does the estate have income of $600 or more? If not no 1041 is required to be filed.

Re: Estate Final 1041 Filing

M-MTax — Fri, 26 Apr 2024 16:36:12 GMT

If you need to file you file by the 15th day of the 4th month following the close of the tax year per instructions