2007-03-11 12:44:29 · 8 answers · asked by redwidow 5 in Business & Finance ➔ Taxes ➔ United States
Take the W-2, any other income documents (like bank interest) and the death certificate to a preparer. Or, do it yourself. If there is tax due, you'll have to pay it. If not, you need to fill out Form 1310 and include it with the return to claim the refund.
You can mail the return in with a copy of the death certificate, or you can e-file if you want.
2007-03-11 15:27:38 · answer #1 · answered by ninasgramma 7 · 0⤊ 0⤋
You should file a return. Assuming you are in charge of his estate, you will save yourself a lot of headache later. Filing a return will do at least two things. First, it will let IRS know not to expect a return next year. Second, there may be a refund due. If there are other more complicated estate issues not filing could have grave consequences.
2007-03-11 12:54:26 · answer #2 · answered by willybill 1 · 0⤊ 0⤋
If he left a surviving spouse, she should file for him. Otherwise the executor of the estate should file for him, since any refund would belong to the estate, and any tax due would be a debt of the estate. The estate also must file for the part of the year after his death.
2007-03-11 15:53:09 · answer #3 · answered by CarVolunteer 6 · 0⤊ 0⤋
I think someone needs to file taxes for him for all income/deductions prior to his death and probably a separate return for his estate for all income/deductions after his death. I believe that the executor (sometimes called personal representative) named in the will is normally responsible for this.
If you and/or the executor (if that's not you) are not very knowledgeable about taxes, it might be a good idea to pay a professional tax preparer to do it to be sure it's done correctly.
2007-03-11 12:53:47 · answer #4 · answered by Dave W 6 · 0⤊ 1⤋
Yes, you will need to file his final return. Take the records and his normal expenses, taxes paid, and other deductions and file with the death form.
2007-03-11 12:49:54 · answer #5 · answered by lestermount 7 · 0⤊ 1⤋
You should , since you will probably get a refund of the taxes paid. Doubt IRS doing anything if you don't.
2007-03-11 12:53:58 · answer #6 · answered by cwagley@sbcglobal.net 2 · 0⤊ 1⤋
Someone needs to - can be you, or his executor if he has one for his estate.
The return will be done just like it normally would have, but will be marked "final return".
2007-03-11 13:07:30 · answer #7 · answered by Judy 7 · 1⤊ 0⤋
YOU WILL NEED ALONG WITH HIS COMPLETED TAX FORMS-- DO NOT SIGN THE TAX FORM.....
THE FORMS BELOW IS FOR THAT..AND ACTS AS YOUR POWER TO ACT ON DECEASED BEHALF BY COURT.
COURT APPOINTED FORM WITH COURT SEAL
TAX FORM 1310
DEATH CERTIFICATE.
THE ABOVE IS FOR FED TAXES..AND ENCLOSE SAME WITH STATE IF NEED BE.
2007-03-11 13:00:41 · answer #8 · answered by cork 7 · 0⤊ 0⤋