I’m the executor for an open estate — Is there an estate executor form I should file?
Regarding an estate executor form, you’ll file a Form 1040 for the deceased person as a final return. Do this only for the year when the person died. Include only income and expense items up to the date of death.
For the year of death, you’ll also file a return for the estate on Form 1041. Include only income and expense items after the date of death.
You’ll file Form 1041 for the estate every year both of these are true:
- It’s an open estate.
- The estate has gross income of $600 or more.
If one or more of the beneficiaries of the estate are nonresident aliens, you must file Form 1041. This is true even if the gross income of the estate is less than $600.
Here's a list of tax documents you'll need to file this year's return. Get ready to file your taxes with H&R Block.
You can choose a person to research your IRS account for you. Learn more about IRS Form 8821, Tax Information Authorization, from the experts at H&R Block.
Learn more about IRS Letter 167C, why you received the letter, and what it means for you with help from the tax experts at H&R Block.
Wondering how to use your tax refund? You can save your tax refund or pay down debt to improve your financial situation. Learn more at H&R Block.