jhbvtacpa
Level 5

Always appreciate your expertise. Here's another scenario for you:

Client died 01/17/2024

Daughter sold inherited home (only asset) on 05/18/2024

I've had clients die late in a year, (say August 2023) and then file a short year return ending March 31, 2024, using TY2023 software so that probate can be closed. How is the same year, short year handled?

0 Cheers