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Mother passed away in middle of 2021

My mother passed away in the middle of 2021 and I was the executor of her estate.

The estate value was about $1,000,000 including the sale of her home and was distributed to a number of people.

What do I need to file for her, for her estate and do I need to add anything to my personal return?

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Mother passed away in middle of 2021

I am sorry for your loss.

 

You should absolutely seek professional tax guidance from a local professional and, possibly, legal counsel.

 

For starters, you might want to read through the following IRS publication if you are the personal representative.

 

https://www.irs.gov/publications/p559#en_US_2021_publink100099488

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Mother passed away in middle of 2021

I highly recommend you seek local professional assistance if you are unsure of what to do ... you may need to file a final personal return for the decedent as well as an estate return depending on the circumstances.

 

You may wish to review this resource for more tax guidance about your situation: Death in the Family.

For full details, see IRS Resource: 2020 Publication 559: Survivors, Executors, and Administrators

Mother passed away in middle of 2021

I am sorry for your loss.

 

You should absolutely seek professional tax guidance from a local professional and, possibly, legal counsel.

 

For starters, you might want to read through the following IRS publication if you are the personal representative.

 

https://www.irs.gov/publications/p559#en_US_2021_publink100099488

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