https://ttlc.intuit.com/community/taxes/discussion/estate-tax-filing/01/3757864#M1395382 <P>Hello,</P><P>&nbsp;</P><P>I am the executor of my Aunt's estate. She had an annuity that did not have beneficiaries. I was required to go through probate by the state of CT because the value was $1k over the $41k minimum. Because my Aunt received Medicaid, all of these funds will go directly to the state less funeral and admin expenses. I received the 1099-R today. only ~$10k of the total was taxable. They already withheld 10% for federal taxes. Do I need to file a return?</P><P>Thank you!</P> Wed, 04 Feb 2026 15:11:52 GMT user17702175619 2026-02-04T15:11:52Z https://ttlc.intuit.com/community/taxes/discussion/estate-tax-filing/01/3757864#M1395382 <P>Hello,</P><P>&nbsp;</P><P>I am the executor of my Aunt's estate. She had an annuity that did not have beneficiaries. I was required to go through probate by the state of CT because the value was $1k over the $41k minimum. Because my Aunt received Medicaid, all of these funds will go directly to the state less funeral and admin expenses. I received the 1099-R today. only ~$10k of the total was taxable. They already withheld 10% for federal taxes. Do I need to file a return?</P><P>Thank you!</P> Wed, 04 Feb 2026 15:11:52 GMT https://ttlc.intuit.com/community/taxes/discussion/estate-tax-filing/01/3757864#M1395382 user17702175619 2026-02-04T15:11:52Z https://ttlc.intuit.com/community/taxes/discussion/re-estate-tax-filing/01/3757922#M1395406 <P>The estate is required to file an income tax return (1041) if it has gross income of $600 or more.</P><P>&nbsp;</P><P>See&nbsp;<A href="https://www.irs.gov/instructions/i1041#en_US_2025_publink1000285942" target="_blank" rel="noopener">https://www.irs.gov/instructions/i1041#en_US_2025_publink1000285942</A></P> Wed, 04 Feb 2026 15:46:32 GMT https://ttlc.intuit.com/community/taxes/discussion/re-estate-tax-filing/01/3757922#M1395406 M-MTax 2026-02-04T15:46:32Z