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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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.
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.
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