estate return

dmason Member Newcomer

2022 clients dad passed away she started an estate id

couple months later in 2022 her mom passed away she did an estate id for her also

Filed final 2022 return jointly mom n dad

Do two separate estate returns now have to be filed and the interest and dividends in the social security numbers get reported on the proper estate return?


  • RyanZ
    RyanZ FreeTaxUSA Agent

    I believe it will depend if they had done some estate planning and had a joint trust established. If not, I believe it might be according to state law of how to treat the estate(s).