Executor.org has a new look, with AI tools to help you along the way. See what's new →
Task 5 of 5

File estate tax returns

Part of: Determine and Pay Debts of the Estate, Including Taxes

Generally in conjunction with the decedent’s accountant, the executor should file the appropriate tax return for the estate. This tax return usually has a deadline to be filed nine months after the death, though, by working with the estate’s accountant, you may apply for an extension before that deadline approaches. To get everything you need for the estate tax return, you should work closely with the estate’s accountant.

This feature isn't included in your free plan.

Upgrade your plan to unlock every feature.

Pro Plan

$8 per month*
  • Access to 100+ step custom plan
  • Track progress in completing your duties
  • Create and manage personal property inventory
  • Create and manage financial asset inventory
  • Access executor forms and templates
  • Discounted legal services
  • Save on tools to manage online accounts
  • Priority 24/7 customer support

*Billed yearly at $96. Cost is typically reimbursable by the estate.

Executor.org

FREE
VIEW