14404 Old Mill Road, Office 201, Suite B
Upper Marlboro, MD 20772
(301) 246-8813
Specialty Tax Returns
Final Returns for the Deceased
Losing a loved one is a traumatic event, but unfortunately taxes do not necessarily end with taxes. Let us help you doing this time of grief. We will file:
Form 1040 for the year of death
Form 1310 — Statement of Person Claiming Refund Due a Deceased Taxpayer
Form 56 — Notice Concerning Fiduciary Relationship
Not every tax situation fits the standard mold. Life events like settling an estate, administering a trust, or filing on behalf of a deceased loved one come with their own set of rules, deadlines, and required forms — and getting them wrong can be costly.
Form 1041 — U.S. Income Tax Return for Estates and Trusts
In the world of taxes, the final return may not be final. If the deceased leaves assets, the executor must settle the estate. This is the purpose of the Form 1041 return. Here are the services Accounting Uncomplicated will offer:
Reporting of income, deductions, gains, and losses of the estate or trust
Income distribution deduction and beneficiary allocations (Schedule K-1)
Fiduciary, attorney, and accountant fee deductions
Charitable deduction schedules (if applicable)
Net investment income tax considerations
Federal and state e-filing
Our specialty tax services are built for these moments. Whether you're an executor, trustee, or personal representative navigating the process for the first time, we bring the technical knowledge and careful attention these filings demand, so you can fulfill your responsibilities
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