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If a formal Estate was established (did you get an EIN?), then the Estate files a Fiduciary Return (Form 1041). If the income or assets were disbursed to the beneficiaries, that will be reported on Schedule K-1 of Form 1041, a copy of which is given to each beneficiary.

Ira, is there a rule about when the K-1 should be sent to the beneficiary? I'm in a similar situation; I'm the executrix and sole beneficiary for my aunt's estate, and the attorney told me I could distribute the income to myself, which I've been doing, and he would sent me a K-1 showing I received it. This way her estate owes no income tax (she died late in 2001); her final decedant's return takes care of the tax while she was alive, and I report on my 1040 the income the estate received after she died.

But, I filed my own 1040 in February and already got my refund, and I still have no K-1 from him. I know I have to file an amended 2001 1040, but when should he send me the K-1 so I can do so?

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