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Retirement tax questions
I am sorry for your loss.
Recovery rebate credits may be claimed for individuals who died in 2020 or 2021 when filing the decedent’s 2020 tax return. This includes someone who filed joint tax returns with a spouse who died in 2020 or 2021.
See https://www.irs.gov/newsroom/recovery-rebate-credit-topic-d-calculating-the-credit
February 13, 2021
1:07 PM
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