Question

Questions about estate taxes

Forum|Forum|1 year ago
February 14, 2025
1 reply
0 views

My brother died 3/2023 and I was the PR for his estate. I completed the final estate taxes with turbo tax business edition on 5/2024. I now have gotten 2 separate 1099 forms 1/2025 for a 401k account that I closed out ($3400) and also one in the amount of $1400. What forms do I need to file? Please help

Thanks

AmyC

You will need to:

be sure everything related to the estate is truly closed
file a final estate return

Apparently, you selected final return by accident last year. There is no need to amend since it won't change any dollar amounts. This happens frequently, no worries.

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"