KrisD15
Expert Alumni

Get your taxes done using TurboTax

1. No, do not select that she had passed in Tax Year 2022 since she did not pass until 2023. 

2. Yes, you can apply her 2022 refund to Tax Year 2023.

3. Yes, a final 1040 and, if required, 1041 will be filed for tax Year 2023. 

 

We are sorry for your loss. 

 

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