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Retirement tax questions
If there is a GA return involved, there is a special issue for certain years teacher's pay was not taxed correctly and there is an additional adjustment on the GA return for retired teachers.
What state are you in?
If she passed in 2020, this is the right step.
You would not be filing a 2020 return for someone who died in 2019 though. Any income would go to the estate, not the deceased individual. This would go on a form 1041, estate return.
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May 16, 2021
11:25 AM