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Filing 2022 taxes for taxpayer who passed away in 2021
My mother passed away on Dec. 23, 2021. I filed her federal and state income taxes in 2022. In March, 2022, she received a dividend on some stocks she owned, before these stocks had been reissued to her heirs. That was the only income she received in 2022. I thought I should file a 2022 return documenting this income. Turbotax will not allow me to enter 12/23/2021 as the date of her death, insisting the date must be in 2022.
Do I need to file a 2022 tax return in order to account for the dividend ($1,300) she received in that tax year? If so, how do I get around the problem of answering the data-of-death question?
Thanks.
‎April 17, 2023
12:02 PM