grandmabee Posted April 14, 2009 Report Share Posted April 14, 2009 I know its been disscussed here but cannot find on search. I have an estate date of death 07/01/08 they have everything done. Just had stock account which was sold in august and disbursed. the stock account was listed in clients name (died) OR/TOD daughters name. Double checking on TOD. who is the owner after death the dtr or estate. Can I file a short year and do 1041 and be finished with it this year or do I need to go the full 12 months and have K-1 in 2009 ending date. Do I have an choice. Thanks Quote Link to comment Share on other sites More sharing options...
zeke Posted April 14, 2009 Report Share Posted April 14, 2009 IF all income & expense items are in 2008, you may file a "first & final" return for 2008 with K-1(s) to beneficiaries. At executor's choice, you may elect any fiscal year ending by 06-30-2009. z Quote Link to comment Share on other sites More sharing options...
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