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.

Related Topics

Related Resources

Section 179 – 2018 Tax Reform: Election to Expense Property

Deducting property expenses under Section 179? 2018 marks the start of new deduction rules under tax reform. Learn how these changes may affect your business.

IRS Letter 5036 – Notification of Possible Income Underreporting

Learn more about IRS Letter 5036 and how to handle an inquiry of your business' income with help from the tax experts at H&R Block.

IRS Notice CP177 – Intent to Seize Your Assets and Notice of Your Right to a Hearing

Learn more about notice CP177 and how to handle an IRS tax bill for your business with help from the tax experts at H&R Block.

Your 2018 Tax Document Checklist

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.