AmyC
Expert Alumni

Get your taxes done using TurboTax

You can file an extension and have until Oct 15th to file the return. You will mail a copy of the court documents when you file. The program will give you the instructions. Do not send original forms. Mail with tracking - no signature required.

 

Social Security sends out SSA-1099 forms. You will need to request his, contact SSA.

 

The IRS has a quick  How Do I File a Deceased Person interactive assistant. It is very detailed and may give you additional information. Caution: There may be a requirement to file an estate tax return. For additional assistance, please refer to Publication 559, Survivors, Executors, and Administrators.

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