efheiman
Level 2
03-27-2023
02:25 PM
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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
03-27-2023
03:13 PM
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You're welcome.
The more I know the more I don’t know.