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If the amount in box 1 of the Form 1099-R combined with any other income received by the estate in the same estate tax year is more than $600, the estate must file an estate income tax return, Form 1041. TurboTax Business (not Home & Business) supports the preparation of Form 1041.
Even though her gross estate is under $100k, if she has a surviving spouse it may be worth filing an estate tax return (Form 706) to provide the surviving spouse with Deceased Spousal Unused Exclusion. TurboTax does not have a product to prepare Form 706.
If the amount in box 1 of the Form 1099-R combined with any other income received by the estate in the same estate tax year is more than $600, the estate must file an estate income tax return, Form 1041. TurboTax Business (not Home & Business) supports the preparation of Form 1041.
Even though her gross estate is under $100k, if she has a surviving spouse it may be worth filing an estate tax return (Form 706) to provide the surviving spouse with Deceased Spousal Unused Exclusion. TurboTax does not have a product to prepare Form 706.
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