Tax Return for Deceased Parent

Forum|Forum|3 years ago
December 4, 2022
2 replies
0 views

My dad passed away a few days before I filed his 2021 tax return. He was due a refund and it was directly deposited into his checking account. His 2022 tax return will be his final tax return and he will also be due a refund. His checking account has always been joint with me - under his social security number. The estimated 2022 interest from this checking account will be about $5.00.

I'd like to close this checking account this month, however, If I close it out, can his 2022 tax return refund be deposited directly into my personal checking account?

Bsch4477

Level 15

Complete this form to claim his refund

https://www.irs.gov/pub/irs-pdf/f1310.pdf

mitchden1Author

Level 5

I'd rather keep the joint account with my dad open until his refund is electronically deposited into the account. Is this acceptable? As the other replay suggested, I would then close out the account.

DianeW777

Level 15

Yes, it is acceptable. Since you are a joint owner on the account, you automatically become the owner of the account upon the death of your dad. Once the refund is received you can close or continue to use the account, either is fine

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"