LEOPINTAX Posted February 27 Report Posted February 27 Do I have them reissue in the wife's name (the beneficiary) who also passed last year or the estate of the gentleman that died in 2023? Thanks! Quote
mcb39 Posted February 27 Report Posted February 27 If there is no court-appointed representative and no surviving spouse a "person in charge of the decedent's [roperty" must file the tax return. If the return shows a refund, the person must verify on Form 1310 that the court has not and will not appoint a representative. Otherwise the Estate representative must file all required returns for the decedent. In this case, a MFJ return can be filed. (Quickfinders, Page 15-2) 1 Quote
LEOPINTAX Posted February 27 Author Report Posted February 27 How can a MFJ return be done as the husband was passed in 2023? Quote
Sara EA Posted February 28 Report Posted February 28 It can't. Just report the income on the estate return, noting "Reported to xxx-xx-xxxx." If there was withholding, then you'll want it reissued. Let the retirement plan trustee decide to whom it should be issued. 1 Quote
mcb39 Posted February 28 Report Posted February 28 16 hours ago, LEOPINTAX said: How can a MFJ return be done as the husband was passed in 2023? Sorry, I missed the 23. Quote
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