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Yes. When you are the personal representative of the taxpayer estate, I.e., you are the administrator, executor or the person in charge of the taxpayer property. You will use one of the 1040 tax forms for the final return of the taxpayer.
After entering the deceased name, and date of death at the top of the tax form, you sign your name in the signature block and add the words "filing as personal representative". You also need to complete IRS Form 56, Notice Concerning Fiduciary Relationship and send it with the return.
Also if a refund is due then a form 1310 is needed to assure that the refund is issued in the Per. Rep's name.
You can obtain a copy of this form by going to the IRS.gov website using the search box for form 1310 or clicking on Forms & Instructions. This will take you to a page where you can pick and choose whatever forms and publications you need.
Go to the IRS.gov web site and use the search box for PUBLICATION 559 for Survivors, Executors and Administrators.
And of course you do not want to forget about the state as they may have some different filing requirements.
Publication 559 is designed to help those in charge of the property (estate) of an
Individual who has died (decedent). It shows them how to complete and file federal income tax returns and points out their responsibility to pay any taxes due.
A comprehensive example, using tax forms, is included near the end of this publication.
What else can I help you with?
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.
Who files tax return for a deceased person?
The executor of the estate files the tax return for the deceased.
What is an unfiled tax return?
Unfiled tax return means that you have not filed a tax return with the IRS, whether it be the current year or any previous years. Any tax returns not filed for this year or the previous six years need to be filed.
Do you have to file an income tax return if you are deceased?
The estate of the deceased has to file tax returns.
Why are there two 1040 federal tax forms?
If a taxpayer died before filing a return for 2012, the taxpayer's spouse or personal representative may have to file and sign a return for that taxpayer. A personal representative can be an executor, administrator, or anyone who is in charge of the deceased taxpayer's property. If the deceased taxpayer did not have to file a return but had tax withheld, a return must be filed to get a refund. The person who files the return must enter Deceased, the deceased taxpayer's name, and the date of death across the top of the return. If this information is not provided, it may delay the processing of the return.
Are taxes filed in 2008 for 2007?
Yes a tax return that was filed in the year 2008 would have been for the 2007 tax year income tax return.
Is it necessary to report a death to the IRS?
All deaths are reported to the IRS, normally by Social Security Administration, which often gets the report of death from the hospital, family, or funeral home. As part of the execution of the Estate, the Executor must file the decedent's final tax return if applicable.
If you filed a 2008 tax return how much would your stimulus check be?
if you filed a 2008 tax return how much would your stimulus check be?
Can you file an final estate tax return without paying the tax?
yes, the return gets filed, then CCRA issues a notice of assessment. The taxes remain outstanding and attract interest and possibly penalties.
I received a 1099-c in my deceased spouses name do you still have to claim this?
If when your spouse passed away, a Trust or an Estate was setup to manage their remaining assets, then you are required to file a tax return for the trust or estate and the 1099-c would need to be included on that tax return. If no Trust or Estate was established, then you do not need to file an Estate tax return. Your spouse's final return would be processed either jointly with yours or individually depending on how you have historically filed and your individual tax situation. The 1099-C would NOT be included in that return.
Can I file my deceased father's Tax return?
The person who is designated as the Administrator or Executor of his estate is the one who has the right to file this return and to negotiate any refund check if one is due. The return must be filed and the type of return is a Decedents Return. Only the person authorized in the will and by the local Probate or Magistrate Court is able to take care of these matters.
Who must file a tax return?
An income tax return must be filed by anyone eligible for a tax refund.
