K M W
Employee Tax Expert

Retirement tax questions

I am sorry to hear of your mom's passing.  As she passed in 2024, there may be a final tax return that should be filed for the income received in 2024 prior to her death. However, that income tax return is not due until next year (April 2025 for income earned in calendar year 2024), and there is not an option to file the final individual tax return earlier than the standard filing season.

 

Depending on the situation, she may not meet the requirements to have to file a return for 2024. The filing requirements are based on age, filing status and amount of income. If there was not a lot of income received prior to her passing, there may be no filing requirement for a tax return (you would want to check both federal and state filing requirements).  However, be aware that, if there was any income that had federal or state withholdings, you may want to file a tax return even if no legal filing requirement to receive a refund of the withholdings.

 

Other than the final individual tax return, there may be a trust and/or estate tax return due if she had a trust and/or if there is income received in her estate.  Those returns, if needed, would be handled by the trustee if there is a trust, or the fiduciary if there is an estate.

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