Deceased Client's Return Filing

[taxguy057]

I have a client who died in Oct. 2009. Her daughter contacted me about how we would go about filing her taxes. From what I researched you have to file a Form 1310 right? Anyone done a return like this and if so PLEASSSEEE, give me some insight cuz I'm lost. :dunno:

[BulldogTom]

It has been a few years since I did one of these. It is still a 1040. You just fill in the date of death on the filer info tab. Is there any income generating activities that will need to be settled? Like a rental home, interest on bonds that mature after death, a business or trust that she was entitled to income from?

If nothing like that, it will generally be a final return for the decedent with the executor of the will signing the return. I forget exactly what needs to go with the signature. Maybe someone else can chime in.

Tom

Lodi, cA

[Pacun]

Jainen is sleeping so I will occupy his shoes.

The first thing to do is: Don't assume that a refund is due since you don't have all the documentation in front of you. Don't mention form 1310 yet.

[taxguy057]

Jainen is sleeping so I will occupy his shoes.

The first thing to do is: Don't assume that a refund is due since you don't have all the documentation in front of you. Don't mention form 1310 yet.

I've done her return for the past two years. Its a simple 1040 and she claimed her granddaughter. No investments or other sources of income so we safe there. Just a regular o' garden variety 1040 tax return.

PS Let "The Dragon" sleep! :P

[kcjenkins]

You only need the 1310 if there is a refund due, and the person claiming the refund fits one of the categories in Part 1 of the form. If there is no surviving spouse, and there is a refund, you will need it. It's pretty self-explanatory tho, so you should have no trouble with it.

[taxguy057]

You only need the 1310 if there is a refund due, and the person claiming the refund fits one of the categories in Part 1 of the form. If there is no surviving spouse, and there is a refund, you will need it. It's pretty self-explanatory tho, so you should have no trouble with it.

Thx! KC!