Hello. I'm Administrator for my brother's estate. My brother died in January 2024. I am working on his 2023 taxes. He was alive all 365 days of 2023. Probate of his estate has just started. He had taken large Distributions from his IRA in 2023 resulting in a $48K Federal Tax due plus $12K State - (WI). It may take another month before his funds are unlocked and available to pay these taxes.
I looked into requesting online delayed payment, but immediately uncovered the demand for a CAS number, which apparently takes four weeks. I feel backed into the corner of either liquidating personal funds to pay his substantial debt or accepting the fees and penalties induced by filing Form 4868 with $0 payment.
"If" these are my primary options, I will opt for Form 4868. Turbotax populates the figures from the return I have finished. All I've manually entered is the $0 payment. Best I can determine is that I now mail ONLY this form, no other documents. This does however leave me with some worry if I make any changes to his return between now and the time I mail the completed tax return with full payment. (Because the numbers won't match between the 4868 and the finalized 1040.)
Internal to all of this: My brother died in the window of time between a full yearly tax season (2023) and the tax preparation time for that previous tax season (Jan1-April15). In the context of completing this 2023 tax return, is he alive or deceased? (To what degree does it matter to the IRS... primarily the signature on the 1040?)
Lastly: Apparently in Wisconsin, filing for Federal extension automatically triggers a Wisconsin extension. My next search is to learn if I also need to send Wisconsin DOR this same form, or, if somehow, the Fed automatically notifies the State.
