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How To File a Deceased Relative’s Taxes

On Behalf of | Jan 4, 2023 | Probate & Estate Administration |

When a loved one in Kentucky dies, there are many issues to address. One that people sometimes overlook is filing taxes. It is still necessary to file taxes for the year the person died. For example, if a relative died in August, there is still a potential tax liability for part of the year.

What is the process for filing taxes on behalf of a deceased relative?

If the deceased person did not earn enough to meet the minimum income requirement for filing a tax return, there is no need to file one. The person who is the executor of the estate usually files the final tax return. These are the steps in the process:

  • Confirm the correct filing deadline.
  • Gather the required information.
  • Locate the correct form and corresponding filing instructions.
  • Fill out and submit the form by mail or electronically.

If the deceased person owes money, it will come out of the estate. The IRS often sets up payment arrangements if the money is tied up in assets.

Is it necessary to seek help for filing a deceased relative’s taxes?

While some people are comfortable doing taxes, others choose to work with professionals. It is critical to be thorough when reporting expenses and filing a final tax return on behalf of a deceased relative. Additionally, it helps to consider all relevant estate issues that may affect a final tax return.

Ensuring information accuracy during every step of the process is challenging but important. It is also vital to use the right forms to request a refund or call to make a payment arrangement. If there was a mistake on a return that was already filed for a deceased relative, it is necessary to file an amended return.