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| Subject: Deceased taxpayer, when to file form 1041 | Date: 3/20/2010 10:10 PM | |
| Author: Fletch52 | Number: 109676 of 118606 | |
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Tax fools: My wife's father passed away in September 2009. Her mother passed away this month. She is the executor for the estate. I am filing the tax returns. I just completed the 2009 joint federal return. I indicated the date of death for both. As her mother had income for 2010 there will have to be a return filed for 2010 next year. At what point do I file the 1041 and what is the time period of the income. Upon her mother's death all assets except one small IRA passed immediately to their daughter via a trust. Does the income from those assets become my wife's income or that of the estate? I never had to complete this type of return previously so I would appreciate some direction from those who have been through it before. Thanks....Fletch52 |
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