efheiman
Level 2

Taxpayer alive in 2019 but died in 2022.  Executor reviewed returns and discovered past preparer had not included nursing care fees ($55,000/yr.) over past 3 years on returns.  Over paid taxes by $10,000 each past year.  Request to file amended returns.  Do you show client dead on 1040 or have executor sign for taxpayer?

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sjrcpa
Level 15

"Do you show client dead on 1040 or have executor sign for taxpayer?"

Both.


The more I know the more I don’t know.
efheiman
Level 2

Thank you. That makes sense. 

sjrcpa
Level 15

You're welcome.


The more I know the more I don’t know.
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