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Posted

I prepared the 1040 and the 1041.

Client filed the Estate informal account on $36,000 from a CD and Savings account.

Then they found the $24,000 of Series E bonds with $100,000 of interest.

Now do they have to Re-file and pay more for the probate filing fee? Is there an amended return for this? (this is the favor for a friend thing)

(however, I do have my son's paperework from my attorney to follow! )

Thank you D

  • 2 weeks later...
Posted

As far as the probate fee is concerned I guess the attorney would know the answer.

If by amended you mean amending the 1041, you would file another one with the amended box checked.

taxbilly

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