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jgnik32-
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Filing a federal 1040-sr for my mother who passed away in 2020. What additional forms do I need to include with the return?

 
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2 Replies

Filing a federal 1040-sr for my mother who passed away in 2020. What additional forms do I need to include with the return?

I am sorry for your loss.

 

You may be required to file Form 1310 if you are claiming a refund on her behalf.

 

See https://www.irs.gov/pub/irs-pdf/f1310.pdf

 

Otherwise, the forms will depend on the type of income she received prior to the date on which she passed.

jgnik32-
New Member

Filing a federal 1040-sr for my mother who passed away in 2020. What additional forms do I need to include with the return?

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