estate return
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?
Answers
-
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).