My parents file jointly. I'm using TT for 2019. My dad passed in 2020. Is there anything on the 2019 that I need to watch out for?
And, is there something for 2020 I need to do to make sure my mom gets to add my dad's lifetime exemption to her's? I think it's called "portability" perhaps? Google search reveals:
Portability must be irrevocably elected on a timely filed (including extensions) estate tax return, even if a return is not otherwise required to be filed.
Thannks in advance.
