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posted Jun 4, 2019 12:40:44 PM

My mother passed and I was over her state had no home only 3,000 in the bank any check deposit in her state $345 do I have to file

I meant to say her estate she did not work she was drawing my father's Social Security

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1 Best answer
Level 15
Jun 4, 2019 12:40:45 PM

Due to size of the Estate, she has no Estate Tax filing requirement.

If she did have any income taxes withheld on any income you may want to file a final 1040 to get that money back.

If no taxes were withheld and she was just getting Social Security, then there is no 1040 filing requirement, and you don;t have to do anything on your taxes or hers. 

1 Replies
Level 15
Jun 4, 2019 12:40:45 PM

Due to size of the Estate, she has no Estate Tax filing requirement.

If she did have any income taxes withheld on any income you may want to file a final 1040 to get that money back.

If no taxes were withheld and she was just getting Social Security, then there is no 1040 filing requirement, and you don;t have to do anything on your taxes or hers.