Do I file a return for an investment account's earnings in the year after Mom's death(before a probate acct created)? TTax will not let me with death date prior to 2017?

The account is currently an Estate Account, created 9/2017, in probate. I have a 1099 from that account, and am waiting for one (requested) from her personal account from 1/2017 until 9/2017. This is the only asset remaining - do I need to file a personal return for the earnings in this period, or include it in the Estate tax filing, or do nothing?

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1 Best answer

Level 2

Jun 6, 2019 10:32:47 AM

You will file a personal return for your mother's income from 1/1/2017 until the date of her death. Any income earned after the date of her death is reported on the estate's tax return.

My condolences on the loss of your Mom.

Level 2

Jun 6, 2019 10:32:47 AM

You will file a personal return for your mother's income from 1/1/2017 until the date of her death. Any income earned after the date of her death is reported on the estate's tax return.

My condolences on the loss of your Mom.

New Member

Jun 6, 2019 10:32:49 AM

This answers the question. Just to clarify, she passed in November, 2016. Your answer still applies. Thank you.

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Do I file a return for an investment account's earnings in the year after Mom's death(before a probate acct created)? TTax will not let me with death date prior to 2017?