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2022 Tax Return for Taxpayer who died in 2023

Forum|Forum|3 years ago
March 11, 2023
2 replies
13 views

I have a client who passed away in Jan. 2023. How do I file her 2022 return? Do I note her date of death? This will not be her final return because we will have to file that next year.

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Best answer by Just-Lisa-Now-

Yes, you input her DOD. Its a regular 1040. If she has a refund, a 1310 will be needed as well.

Whos the personal rep that's filing for her? Their info will go on the 1310.

Just-Lisa-Now-

Answer

Intuit Community Champion

Yes, you input her DOD. Its a regular 1040. If she has a refund, a 1310 will be needed as well.

Whos the personal rep that's filing for her? Their info will go on the 1310.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

T

TaniAuthor

Level 3

So I just treat the return as the final return even though it is not correct? I know I need a 1310 as the personal rep is her son with POA, would you suggest doing the whole return by mail or efile the return and send the 1310 by mail. I paper filed my mom's 2020 complete return and have yet to get the refund.

Thanks

abctax55

Level 15

Entering the DOD as xx/xx/2023 just notifies the IRS of it.

It doesn't indicate 'final'.... as a matter of fact, there's no place on the F 1040 to mark 'final' like there is on entity returns.

The need to file a return is determined year by year, depending on income levels. As my collections are so far down this year, and since I may just up & quit.... I might not even have to file a return for 2023 😉

HumanKind... Be Both

abctax55

Level 15

@Intuitjhaze

*We* would like to know why you are stepping in and marking threads solved? In the past that was generally only done by the OP.

HumanKind... Be Both

IRonMaN

Level 15

In the past it was also done by some moderators which is a bunch of hooey. Let the person asking the question mark the thing as solved —— they are the only ones that know when all of their problems are solved. And if they don’t, I assume nobody at Intuit is going to lose their job over it.

Slava Ukraini!

abctax55

Level 15

It has to be some sorta "social media' crap.... Wow, look at how many 'solved' problems our *support* forum has ! Isn't Intuit wonderful, we are so helpful - please buy our product with it's superior support team.

HumanKind... Be Both

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