Accountant for Estate Income Tax final yr return
Started by sellingmyaptmt
about 12 years ago
Posts: 9
Member since: Oct 2010
Discussion about
I'm the Exec. of my relative's estate. This is the final year and thus the income tax forms will be more complicated than before because Schedule K-1 will have to be generated and filed and given to each beneficiary, as well as comparable NY income tax forms (and some of the bene's are NY residents while some are not). The previous years' estate income tax returns were not that complicated, as no... [more]
I'm the Exec. of my relative's estate. This is the final year and thus the income tax forms will be more complicated than before because Schedule K-1 will have to be generated and filed and given to each beneficiary, as well as comparable NY income tax forms (and some of the bene's are NY residents while some are not). The previous years' estate income tax returns were not that complicated, as no income was previously distributed nor required to be currently distributed, and they did not involve Schedule K-1. However, for the "final" return, I would like to use a good accountant, experienced in doing this, who would do this correctly and hopefully not charge an arm and a leg, as there are about a dozen beneficiaries to whom the income was distibuted in percentage shares. Does anyone have a recommendation for a good estate income tax accountant, preferably in Manhattan? [less]