My mother in law passed away in Nov 2024, we filed her 2024 tax return in 2025. In Jan 2026, we received 3 2025 tax year 1099s for her: 1. 1099 DIV $1,100 from her brokerage account, was closed...
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My mother in law passed away in Nov 2024, we filed her 2024 tax return in 2025. In Jan 2026, we received 3 2025 tax year 1099s for her: 1. 1099 DIV $1,100 from her brokerage account, was closed in 2025 2. 1099 G $1,900 CA state income tax refund 3. 1099 INT $113 from IRS for taxable overpayment interest We would prefer to file a 2025 tax return to avoid any future issues. We are preparing her 2025 tax return, as expected it shows zero tax for Federal and State. During the turbotax review, it keeps saying date of death should NOT be before 2025. Can we submit this tax return even with this "error"? or what should we do to fix this "error"?