I'm the executor of an estate, what do I need to file?

Question

Kohari Gonzalez Oneyear & Brown · Accepted Answer

Serving as executor often involves a mix of estate tax, income tax, and state filing questions, and the exact forms can depend on the estate’s assets, whether the decedent had final wages, retirement accounts, or investment income, and whether a separate estate tax return is involved. In many cases, For an answer applied to your exact numbers, bring this question to a licensed KGOB CPA in a focused session and leave with a clear next step.