Filer deceased

[courtneyblue11]

What will happen or how do I go about filing a deceased step parents income tax?

my stepdad passed away at the end of August and him and my mom would file jointly but she also passed away in 2023 so how do I go about filing his taxes and would I be able to receive them since I am a beneficiary?

[KarenL4]

Hi, CourtneyBlue11,

First, I am sorry for your losses. That is a lot.

Taxes for folks who are deceased can have a lot of complications and legalities about who is responsible for what.   This article is a great place for you to get started.  You will need to separate income earned from before and after the date of death. Income earned before the date of death goes on the personal return and income earned after the date of death goes on the Income Tax Return for the Estate (form 1041).  The 1041 will be required if the estate earns more than $600 in the year.

For a deeper dive, you can also refer to this from the IRS.  To claim a refund for a deceased person, you will need to file form 1310, which is discussed in the IRS link.

Hope this helps.

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Regards,

Karen

TurboTax Expert