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New Member
posted Jul 6, 2020 3:54:45 PM

Hello - My mother passed away in 2018. We are still paying her property taxes and I received a 1099-R for her Estate. Do I need to file a return for her?

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1 Best answer
Level 15
Jul 6, 2020 4:44:52 PM

If your mother passed away in 2018, then a final individual income tax return (Form 1040) should have been filed for the 2018 tax year, if required.

 

Subsequently, an EIN should have been obtained for the estate if it had been expected to generate income from investments or other sources.

 

Regardless, a Form 1041 would be required to be filed if the estate had gross income for the tax year of $600 or more.

 

See https://www.irs.gov/instructions/i1041#idm140366311417136

1 Replies
Level 15
Jul 6, 2020 4:44:52 PM

If your mother passed away in 2018, then a final individual income tax return (Form 1040) should have been filed for the 2018 tax year, if required.

 

Subsequently, an EIN should have been obtained for the estate if it had been expected to generate income from investments or other sources.

 

Regardless, a Form 1041 would be required to be filed if the estate had gross income for the tax year of $600 or more.

 

See https://www.irs.gov/instructions/i1041#idm140366311417136