taxdan

Good point. Thank you!

Yes, the fees would be for administering the estate. Thank you, I will definitely suggest that a 1099 be issued.

Being new to the 706 prep area, does anyone know if an estate/trust has to issue a 1099-misc to an executor for any fees being charged to the estate? I would assume so, but just wanted to be sure. Most of the estate falls within the living trust that was set up prior to decedents death. The executor is one of the 3 adult children that are equal benis of the estate. Thank you for any advice! Dan

I have read the instructions, but the only place that even mentions IRAs is in the annuity section (sch I). It doesn't clarify whether they mean annuities placed in IRAs or just any IRA. I guess I will just put them in sch I. Thanks.

I have read the form Zeke, but thanks for the invaluable advice. Actually, I was told that retirement money was supposed to be listed on a different schedule, like I or F instead of B. Since I would like to make sure, I thought I would ask you good people. Thanks for any input.

Can someone please remind me the best schedule to list IRAs and 401(k)s (mutual funds, stocks, bonds) on a 706? I'm a newbie with the estate tax returns. Thanks! Dan