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george2010
New Member

On 1040 for year of death does estate get full amount of standard deduction or is it prorated somehow?

and is there any kind of  "standard deduction" on 1041?

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Cindy0H
New Member

On 1040 for year of death does estate get full amount of standard deduction or is it prorated somehow?

Full amount. You are considered married the entire year that a spouse passes away.

The 1041 has an exemption: A decedent's estate is allowed a $600 exemption.

[Edited 03.02.19|12:30pm PST]

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3 Replies
Cindy0H
New Member

On 1040 for year of death does estate get full amount of standard deduction or is it prorated somehow?

Full amount. You are considered married the entire year that a spouse passes away.

The 1041 has an exemption: A decedent's estate is allowed a $600 exemption.

[Edited 03.02.19|12:30pm PST]

View solution in original post

ScruffyCurmudgeon
Level 9

On 1040 for year of death does estate get full amount of standard deduction or is it prorated somehow?

To just to make TurboTaxCindyH's answer clear, she switched from answering your question about a surviving spouse in the year of death still filing as Married Filing Jointly with both parties listed on the Form 1040, and then totally separately the  Form 1041 Estate return, a separate document, provides that the Estate gets a $600 "personal exemption.
Scruffy Curmudgeon--PFFM/ IAFF, Locals 718/30, retired firefighter/medic; univ faculty NOT INTUIT EMPLOYEE
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Cindy0H
New Member

On 1040 for year of death does estate get full amount of standard deduction or is it prorated somehow?

[Edited 03.02.19|12:30pm PST]
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