My partner recently passed away on May 1, 2022. We were not married so always filed taxes separately. We own a home together (joint tenants with rights of survivorship) and had a joint checking account and a joint savings account. I was also the beneficiary of his life insurance policies.
I do have an estate lawyer who will be helping me file the estate taxes for 2022 and I have already prepaid the inheritance taxes for the home and joint bank accounts. My questions are:
- As the administrator of his estate, how do I go about filing his personal taxes for 2022? Last year he filed online with TurboTax. Is there a way that I can get access to his account to complete this?
- What will impact my personal taxes for 2022? I assume it will only be the interest gained on the life insurance policies (as they have been deposited into my personal savings)?
- I sold my car and purchased his car privately. Does this have any impact on my personal tax return?
- Is the pre-paid inheritance tax settled by the estate lawyer once he files the estate tax return or is that handled in my personal return?
