Legal Question in Wills and Trusts in New Jersey
My son passed away in Nov. 2009 without a will. My husband & I are the beneficiaries of his estate. I am the administratrix of his estate and went through probate. We have received all distributions and the estate was closed in Aug. 2010. I now received a 1099R for his estate for a taxable annuity for $23K with federal withholdings of $4K. I know I have a final 1041 to file but I'm not sure how to file. Do I file this 1099R on our personal 1040 or on the final 1041?
Asked on 3/03/11, 12:04 pm
1 Answer from Attorneys
Bernard J. Berkowitz
Berkowitz & Raiken
You should see a CPA.
Answered on 3/03/11, 12:39 pm
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