my condolences.Then everything else is our joint accounts that I am now the sole account holder for.
I know I'll then need to file a 1041 but I'll tackle that after I get the 1040 submitted as I have more time.
the joint return should be easy enough. If you use software make sure to enter her date of death and it should list that on the first page of the return.
are you sure you have to file a 1041? Was there an estate actually opened for her? If everything passed to you directly (t.o.d./p.o.d./joint accounts) then if nothing went into an estate I don't know why you'd have to file a 1041. Do any of the following apply?
The fiduciary of a domestic decedent's estate, trust, or bankruptcy estate files Form 1041 to report:
The income, deductions, gains, losses, etc. of the estate or trust.
The income that is either accumulated or held for future distribution or distributed currently to the beneficiaries.
Any income tax liability of the estate or trust.
Employment taxes on wages paid to household employees.
Statistics: Posted by arcticpineapplecorp. — Tue Feb 04, 2025 8:47 pm