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Death of a Taxpayer?
If a taxpayer dies in 2008, should that be indicated when their 2007 tax return is filed? Should you write DECEASED across the top of their 2007 form 1040 and the date of death above their name, or simply wait until their 2008 tax return is filed? References? Thanks.
2 Answers
- Anonymous1 decade agoFavorite Answer
*Any* return filed after the date of death should be annotated:
Top of form "Deceased, name, date of death.
Address block (if single), top line for taxpayer, 2nd line and address for personal representative.
Signature (if single) your-name, Personal Rep.
(if single) Form 1310 if there is a refund.
If married, spouse puts "filing as surviving spouse" for decedent's sig. No form 1310 is required.
Reference is usually just the 1040 booklet and maybe 559.