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Return to income

I have a question about when to file Form 1041. I was the beneficiary and fiduciary for an estate. The estate had less than $600 income in 2014, so I didn't file a return. The estate closed in 2015. Do I need to file a final estate tax 1041?

Regarding when to file Form 1041, if the estate didn't have income more than $600, you don't need to file a return for it.

File estate tax Form 1041 in the year the estate closed. Make sure you mark the Final return box on the face of the return. Also, check the Final K-1 box at the top of Schedule K-1.

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Calculators

So how much will you get (or owe) this year? That’s the million-dollar question. We happen to have three very useful calculators to help you estimate your refund or balance due.

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