I recommend you get his tax records and transcript for 2023. The transcript will show what was reported to him for Social Security and any other reportable items like interest income. As the personal representative of a deceased person, you should be able to request information from the IRS. Here is the link to get started: Request deceased persons tax records
The next step would be to request the transcripts: IRS Transcripts
You can use the transcript information to prepare his tax return to determine if filing is required.
Have an amazing day. Evelyn M (CPA 20+ years)
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