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Jacksonville Florida Form 1041-A: What You Should Know

In this blog post, we're going to use the IRS Form 1041 to determine whether someone has died intestate. In a case like this, the person who died left a trust or estate. The Trustee must file a Form 1041 for you. Then the Trustier takes over the role of filling out the form. Let's assume you are in that step of the process.  The first question you'll ask is: “Am I a beneficiary or are we talking about a trust?” The answer on the form is based on the person's date of birth. Then you'll have to determine, based on that person's date of death: Do you have a surviving spouse at that time? There must be two adults on the death certificate. Is there an heir? If it's an heir, does he or she has right to inherit the estate? If not (or if your estate was inherited more than seven years ago) there is another problem that you should know: It's not enough for you to survive.

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