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April 26, 2024
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Estate Final 1041 Filing

  • April 26, 2024
  • 2 replies
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We are close to closing probate and issuing the beneficiary payout. Since this will occur in the middle of 2024, when do I file the final 1041? Is there a short-year filing?

 

Thank you,

Pam Owen

Best answer by M-MTax

Does the estate have income of $600 or more? If not no 1041 is required to be filed.

 

2 replies

M-MTax
M-MTaxAnswer
April 26, 2024

Does the estate have income of $600 or more? If not no 1041 is required to be filed.

 

M-MTax
April 26, 2024

If you need to file you file by the 15th day of the 4th month following the close of the tax year per instructions