Question

I'm the executor for an open estate — Is there an estate executor form I should file?

Answer

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.

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