Are Estates Required to File a Tax Return?

Frequently Asked Questions | FAQs

The executor or appointed administrator of a person’s estate is required to file a tax return according to specific conditions mandated by the IRS. If the estate contains stocks and mutual funds issuing dividends, the dividends are counted as income. The executor needs to file a tax return if the estate generates enough income to warrant filing a return. An estate that does not generate sufficient income does not need to file a tax return. Another issue regarding the filing of tax returns for estate funds is that the executor may need to file income tax returns for previous years.


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