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First, you only file for years in which they were alive.
For example, if the person died in January 2009, you would make sure that returns were filed for 2008 and 2009. But no return would be filed for 2010 and after. If there is income after the person dies, that income would be reported on an estate tax return or on the tax return of the person to whom the property was distributed.
If the person was married, the surviving spouse can still file a joint return (unless the spouse remarried in the same tax year). The spouse may also choose to file separately.
Basically, you file a regular tax return as if the person were still alive. For the year in which they died, you include income and deductions only up to the date of death. At the top of the first page put "JOHN SMITH DECEASED 1/1/2009." Attach Form 1310 to the return to tell the IRS who to send a refund check to. Sign the return with your name and add words that describe your postion, for example "as personal representative" or "as surviving spouse."
http://www.irs.gov/pub/irs-pdf/f1310.pdf
Also, file Form 56 with the IRS as soon as possible. Form 56 informs the IRS about who they should send correspondence to concerning the affairs of the deceased. Remember, if the IRS sends a notice to the deceased's last known address and you don't get it, it is still considered delivered and you may lose rights to appeal an unfavorable ruling. This could result in losing part of your inheritance to unnecessary taxes. If you file Form 56, notices will be sent to you instead of to the deceased.
http://www.irs.gov/pub/irs-pdf/f56.pdf
You will have to check with your state for their procedures. They are usually spelled out in the instruction book that comes with the state tax forms.
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Do you have to file an income tax return if you are deceased?
The estate of the deceased has to file tax returns.
Are the parents of a deceased adult son responsible to file federal tax returns when the person died intestate?
The executor of the estate is responsible. They are required to file a tax return for the deceased. It may be a good idea to consult a tax attorney before doing this.
Do you need to save deceased parents old tax returns?
Yes. Standard, uncomplicated tax returns should be filed for 7 years.
Where to file personal income tax return with refund?
Where to file federal tax returns: http://www.irs.gov/file/index.html Where to file state returns: http://www.taxadmin.org/fta/link/forms.html
What is a word for submitting your tax returns?
You "file" your tax returns with the taxing authority (federal government, etc.) You can also "efile" your tax returns by submitting them electronically.
Do you have to file an income tax return if you are deceased?
The estate of the deceased has to file tax returns.
Are the parents of a deceased adult son responsible to file federal tax returns when the person died intestate?
The executor of the estate is responsible. They are required to file a tax return for the deceased. It may be a good idea to consult a tax attorney before doing this.
Is it possible to file two tax returns for one person?
No.
Can I prepare state and federal tax returns online?
You can prepare federal tax returns online. However, some states require that you file state tax returns through the mail. You will have to file them separately.
Do you need to save deceased parents old tax returns?
Yes. Standard, uncomplicated tax returns should be filed for 7 years.
Where to file personal income tax return with refund?
Where to file federal tax returns: http://www.irs.gov/file/index.html Where to file state returns: http://www.taxadmin.org/fta/link/forms.html
Do deceased people need to file income tax?
A tax return does need to be filed on behalf of someone deceased for the year in which they died. This is usually done by the spouse, a family member, or an accountant or tax attorney handling the person's estate.
What is a word for submitting your tax returns?
You "file" your tax returns with the taxing authority (federal government, etc.) You can also "efile" your tax returns by submitting them electronically.
What are some trusted websites where you can file your online tax returns?
You can file your online tax returns with the TurboTax website at TurboTax.com. You can also file with many other services that can be found at IRS.gov.
Can you receive your tax refund if you didn't file the previous year?
It is not possible to get refund unless we file the income tax returns. When we file returns it will check with OLTAS and generate refund if paid excess
Do estates file yearly tax returns?
Yes, they are required to file tax returns. Estates have assets and those assets may be earning income. That income is taxed.
Who files tax return for a deceased person?
The executor of the estate files the tax return for the deceased.
