How JustAnswer Works:
  • Ask an Expert
    Experts are full of valuable knowledge and are ready to help with any question. Credentials confirmed by a Fortune 500 verification firm.
  • Get a Professional Answer
    Via email, text message, or notification as you wait on our site. Ask follow up questions if you need to.
  • 100% Satisfaction Guarantee
    Rate the answer you receive.
Ask Lev Your Own Question
Lev, Tax Advisor
Category: Tax
Satisfied Customers: 29800
Experience:  Taxes, Immigration, Labor Relations
Type Your Tax Question Here...
Lev is online now
A new question is answered every 9 seconds

my father was on social security, with no additional income.

Resolved Question:

my father was on social security, with no additional income. He had 8 dollars in the bank upon his death. Do I need to file a tax return for him?
Submitted: 7 years ago.
Category: Tax
Expert:  Lev replied 7 years ago.

Sorry - for your loss.

Social security income - if that was only your father's income is not taxable.

You do not have to file a tax return for him.


Because his estate is only $8 - there is no requirements to file an estate tax return either.


However even you do not have to file - you might want to file a final return for your father - but you are not required.


Customer: replied 7 years ago.
Thank you, XXXXX XXXXX your quick response. There was a trust set up and through it I sold his house to pay off his debt. There was some money left over. Not alot mind you, but some. Do I include this in the tax return I do for him?
Expert:  Lev replied 7 years ago.

For trust - you need to file a trust income tax return - form 1041 -

Filing requirements are based on

Gross income for the tax year of $600 or more - see instructions page 4 -

If the trust sold the house - I assume that gross income is more than $600 - so you need to file tax return even there is no any taxable income and you do not owe any tax.


Let me know if you need any help.



Lev and other Tax Specialists are ready to help you