do I have to file 1040 and 1041

I have received only1099's covering dividends paid for the whole year (2024) in the name of the deceased with the deceased ssn....do I only need to file a1040 for now and not 1041 since I have no income paid under the estate ein..the deceased date was may 2024...

636

Expert Alumni

Apr 3, 2025 3:45:43 PM

The deceased needs to file a final 1040 for the year of death. Since they were alive part of the year and all of the 1099s are issued to their SS# then you can just file a form 1040 for them and be done with it. Since the estate has no income there is no need to file a 1041.

@cher52

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do I have to file 1040 and 1041