You must file a tax return for an individual who died during the tax year if: A return is normally required; The decedent did not file prior year return(s). As your trusted advisor, we help you develop an estate and trust plan that protects wealth and minimizes the tax burden on you and your loved ones.Report income distributions to beneficiaries and to the IRS on Schedule K1 (Form 1041). The tax preparation services in Alameda County cover a wide range of tax forms, including personal income tax, business tax, and estate tax. Please choose one of the following tax types.