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Level 2

Question

Estate taxes

Forum|Forum|2 years ago
October 25, 2023
1 reply
0 views

What information is needed to file estate taxes for a deceased person’s estate?

Ask the Experts - Extension - Sept 2023

Level 6

Hi AF414,

You will need to know all the associated income the deceased earned during the tax year as well as assess all their remaining assets at fair market value at the time of their passing.

The following link from the IRS provide Frequently Asked Questions that allow you know immediately what any requirement may be, based on the facts regarding the deceased.

https://www.irs.gov/businesses/small-businesses-self-employed/frequently-asked-questions-on-estate-taxes

https://www.irs.gov/individuals/file-an-estate-tax-income-tax-return

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AF414Author

Level 2

I was inquiring about the actual estate taxes and not the deceased’s taxes.

Alumni - Champ

See this IRS infp https://www.irs.gov/businesses/small-businesses-self-employed/estate-tax