She died 12/11/06. Income was from Social Security, retirement, and an annuity. I did her taxes online for her for the last few years and she always got a refund (about $2000). Would like to file taxes and add the refund to her estate - is that allowable? Do I just file electronically as in the past?
2007-01-20 14:13:31 · 4 answers · asked by picknewname 1 in Business & Finance ➔ Taxes ➔ United States
Sorry for your loss.
The return is pretty much like other years, but will be marked as "final return". Most software has a place to enter the date of death, and will take care of the marking of it. There shouldn't be a problem filing it electronically, and the refund should still be issued.
2007-01-20 14:18:37 · answer #1 · answered by Judy 7 · 2⤊ 0⤋
Condolences to you.
File as regular. "Deceased" will be marked next to her name. One catch, when you e-file, you are sending it and authorizing an electronic signature. SO, I would do a paper return, along with the signature of the Power of Attorney / Executor along with a copy of this form. Do a direct deposit for the refund.
2007-01-20 14:37:04 · answer #2 · answered by Successy Lady 1 · 0⤊ 0⤋
Probably - Check for a place to denote this as a 'Final' Return.
Alternatively, contact the Tax Office for guidance.
Sincerest condolences to you.
Hope this helps.
2007-01-20 14:20:04 · answer #3 · answered by smiling_freds_biz_info 6 · 0⤊ 0⤋
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2015-02-05 02:15:54 · answer #4 · answered by Anonymous · 0⤊ 0⤋