filing for deceased person

Forum|Forum|1 year ago
February 19, 2025
1 reply
82 views

hello.. last year I used turbo tax to file the final return for my mother's income tax . I need to file a final income tax return to report the sale of her home and land as the executor of the estate that was sold in 2024. My mother died December 2022 and we sold the property in 2024. In turbo tax I am getting an error message that her death date cant be 2022 and must be a later date....I am trying to understand did i miss a step in filing?

Ask the Experts - Deciphering - Feb 2025

RobertB4444

Level 15

Yes. Your mother can't file a tax return for a year when she wasn't alive. The sale of her home either needs to be reported on an estate tax return (form 1041) or on the tax returns of the heirs who sold the house and got the money.

@Info4464

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Info4464Author

Level 3

Thanks .. yes my mother died in 2022 however i didnt file her final tax return until 2024 and I made note it was the estate of my mother for 2022 and was issued her refund as the executor... I sold her home in 2024 as the executor and the proceeds were set-up under the ein number... My question is now I am told I dont file anymore returns for my mother for the sale of the home.. I need to generate a k1 for myself and my sister is that correct? So where in the process do I create the k1 for myself and my sister? I am a bit confused on next steps. Thanks