Requested and received an EIN in 2024 for deceased aunt’s estate because one of her annuities wouldn’t allow using her SSN to receive payment because she didn’t list a living beneficiary. The payout was around $8,500. Her estate received a 1099-R for 2024, so as her executor, do I need to file Federal and CA State tax returns for this?
Yes, you will need to file a federal 1041 trust return and a 541 trust return for the State of California.
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