Answered: If decedent died in April of 2019, can we use 2018 tax forms for decedent's final 2019 tax return?

lafayette · ‎12-07-2019

abctax55 · ‎12-07-2019

Technically, yes.

BUT, you'll have to paper file and you'll have to manually change the 2018 to 2019. AND you'll have to be aware of any carryovers to change and the impact of any new tax laws, tax table changes, increase limits on various things.

If at all possible just wait until the 2019 software becomes available in (usually) November.

HumanKind... Be Both

View solution in original post

abctax55 · ‎12-07-2019

Technically, yes.

BUT, you'll have to paper file and you'll have to manually change the 2018 to 2019. AND you'll have to be aware of any carryovers to change and the impact of any new tax laws, tax table changes, increase limits on various things.

If at all possible just wait until the 2019 software becomes available in (usually) November.

HumanKind... Be Both

If decedent died in April of 2019, can we use 2018 tax forms for decedent's final 2019 tax return?

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