Yardley CPA Posted April 5, 2009 Report Posted April 5, 2009 I prepared a Federal 1040 for a MFJ couple who live in Florida. Return was efiled and accepted on 3/31/2009. Refund should be deposited into couples bank account on Friday, April 10th. My question...Mrs. Taxpayer passed away on Friday, April 3rd. What type of issues does this cause from a refund standpoint? Since the return was filed and accepted while she was alive, I see no issue with the entire refund being deposited but just wanted to get others opinions. Thanks! Quote
bstaxes Posted April 5, 2009 Report Posted April 5, 2009 I would think it would be alright as long as the account is in both names. In past years I had a client who received checks for her deceased husband in his name. She just deposited them in her account. Quote
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