Well my mother wrote me a note saying when she passed away that she wanted me to have her taxes done like when you get money back like in march or april and she wanted me to have the money because she knew she was gonna pass away before her time when she did her taxes but i dont know what i need or what to do if anyone can help i will really appericate everything and etc.
2006-12-27 09:31:53 · 5 answers · asked by lopez01_4u 1 in Business & Finance ➔ Taxes ➔ United States
You, or someone else if they're the executor of her will, need to file a "final return" for her. This will be like a normal tax return, showing her income and any withholding for 2006, but will be marked "final return". Any refund would actually go to the estate, then be distributed according to her directives. The note she left might or might not be considered as binding, but if you're the only heir, you'd get it in any case.
2006-12-27 09:51:51 · answer #1 · answered by Judy 7 · 1⤊ 0⤋
Legally you would have to be named benifeciary/executive in the will to be able to file income tax. Her tax refund is part of the estate.
That said, if you have her ssn or last years return, you can file online and have refund direct deposited to a bank account of yours. You would need her w-2 (which will not be mailed out until Feb to her last known address) or her last paystub (which would have employer info and earnings to date)
2006-12-27 17:45:19 · answer #2 · answered by mslider2 6 · 0⤊ 1⤋
Only if she named you beneficiary in her will or a probate judge decides in your favor.
2006-12-27 17:39:22 · answer #3 · answered by Jill&Justin 5 · 0⤊ 0⤋
did she have a will and are you the beneficiary? - If she dies or has died the money goes to her estate. If there is no will it will go to probate.
2006-12-27 17:48:51 · answer #4 · answered by Anonymous · 0⤊ 0⤋
I think most importantly, you would need her signature.
2006-12-27 17:39:49 · answer #5 · answered by Anonymous · 0⤊ 0⤋