Deceased Income Tax Return Question

Deceased Income Tax Return

My husband's grandma passed away on 05/20/10 and only had pension of $1,384.50 (1099R), $2,484.06 of cancelled debt (Form 1099C) and $5,787.00 in SS (SSA-1099).

She was single and had not estate. Any money obtained was used to pay her funeral as she did not have life insurance.

There was no personal representative because there was nothing to settle.

I called her tax man from last year and he said there was no need to file a tax return.

Is that correct?

Deceased Taxpayer

My Brother in law passed away in 2009. In 2010 we filled
both state and federal taxes,these were filed as deceased. We have now sold off his house that will go
to pay off debts with no moneys remaining.

My question is do I as P.R. of the estate need to file
any forms etc. with the IRS or State at this time.

Thank You
Loren

Deceased Parent

by Cathy
(Canada)

My father died last October. How do I do his income tax?

You will basically need to gather all of his tax documents along with a copy of the death certificate. Then you will file a "Deceased" tax return on his behalf.

Thank you for the question, Cathy. I am sorry for your loss!

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