The executor or personal representative of an estate must file the final tax return for a deceased person separate from their estate tax return.

When a person dies, their assets become property of their estate. Any income the assets generate become part of the estate and will require the executor or personal representative to file an estate income tax return. Some examples of income producing assets: (1) CDs, (2) Bonds, (3) Mutual Funds, (4) Saving Accounts, (5) Rental Properties, (6) Stocks, (7) Business, and (8) Annuities.

Filing an estate tax return requires obtaining a tax identification number for the estate.

Estate tax returns, personal tax returns, and business tax returns can all be prepared and filed by Nationwide Accounting Services for any estate in California.

Estate Income Tax Returns