Taxpayer died in 2020 but income and withholding in 2021

Forum|Forum|4 years ago
February 27, 2022
3 replies
16 views

Error message on date of death in 2020 for 2021 return

ProSeries Basic

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sjrcpa

Level 15

Dead people don't earn money. Their estate may, and their estate may be entitled to money the decedent earned while alive but that had not been paid before death..

You can't file a 2021 1040 for someone who died in 2020.

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

F

FredtaxAuthor

Level 3

NO return is the solution. There is no Estate

Just-Lisa-Now-

Intuit Community Champion

Income received after death is income to the estate.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

Just-Lisa-Now-

Intuit Community Champion

You'll need to have the estate apply for an EIN number so you can file a 1041 for the estate. You may want to speak with the attorney handling everything to see if this has already been done,

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

IRonMaN

Level 15

Out of an abundance of curiosity, what kind of income are we talking here?

Slava Ukraini!

F

FredtaxAuthor

Level 3

Pension payment with fed w/h.Otherwise no need to file. Client is reaching out to the payer.

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