RetireBy90
Thinks s/he gets paid by the post
Dear mom (DM?) passed last year and as here executor I have to file a final tax return. I'm sure others have done this already and looking for any insights you can provide. I do have mom's license so I can provide license info for E-File. She had income of about $13K and SS of abut $5K. Seems her SS won't be taxed due to low income. Her tax withheld is more than due so a refund will be due.
Found these links:
Filing the Final Return(s) of a Deceased Person
https://www.irs.gov/businesses/smal...ling-the-final-returns-of-a-deceased-taxpayer
Form 1310 Statement of Person Claiming Refund Due a Deceased Taxpayer
https://www.irs.gov/pub/irs-pdf/f1310.pdf
Turbo Tax has form 1310 so that shouldn't be a problem with E-File.
Couple questions I still have
1) Can I just use TT to E-File and enter her license info when submitting ?
2) Seems I can just have the refund deposited to my account and then distribute it to her heirs as will directs ?
Thanks for any insights and questions I have not proposed.
Found these links:
Filing the Final Return(s) of a Deceased Person
https://www.irs.gov/businesses/smal...ling-the-final-returns-of-a-deceased-taxpayer
Form 1310 Statement of Person Claiming Refund Due a Deceased Taxpayer
https://www.irs.gov/pub/irs-pdf/f1310.pdf
Turbo Tax has form 1310 so that shouldn't be a problem with E-File.
Couple questions I still have
1) Can I just use TT to E-File and enter her license info when submitting ?
2) Seems I can just have the refund deposited to my account and then distribute it to her heirs as will directs ?
Thanks for any insights and questions I have not proposed.