Do tax slips addressed to Heirs of go on the estates tax return or my personal return?

My father passed away July 2016, I have all the tax forms, some are addressed to the heirs of.., others are addressed to the estate of.. and some are addressed to my father by name.


Do the tax forms addressed to heirs of.. go on my tax return or on the estates tax return?

Do the forms addressed to the estate of.. I assume will go on the estates tax return is this correct?

Do the forms addressed to my father go on the estates tax return?

Answer

You will need to determine the source and nature of the Income to decide on whose tax return to report it. Income earned by the deceased prior to death or in the month of death belongs on the deceased's Final Return. Income generated after death belongs to the estate and reported by beneficiaries and prorated based on their share of the estate. Certain payments can be reported on "Optional Tax Returns" such as a T3 Trust or Rights and Things. Turbo Tax does not provide guidance with respect to optional tax filing. Please follow the link for additional information.

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