What form to use to file the 2024 and 2025 tax returns for my deceased brother?

Forum|Forum|5 months ago
January 8, 2026
1 reply
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Brother passed away in August, 2025 and his wife passed away in July, 2025. They did not file their 2024 tax return. How do I get copies of their W2 and W4 forms?

TurboTax Online

xmasbaby0

Level 15

Very sorry for your loss. TurboTax does not have anyone's W-2. W-2's come from employers. And a W-4 is not used to prepare a tax return so you do not need that. A W-4 is only given by an employee to their employer to tell them how much tax to withhold from their paycheck. It is not used when preparing a tax return. Contact their employers to seek copies of their W-2's.

Are you trying to prepare individual tax returns for them? Or are you trying to prepare an estate return? Provide some details (without names, SSN's etc) about what you are trying to do.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

jsbullersmithAuthor

Level 2

Thank you. I need to file 23, 24 and 25 tax returns. I will file the estate tax at a later date. The administrator and I would like to use Turbotax if possible. The administrator will set up the account. I will input the information.

The wife died in July, 2025 and the brother died in August, 2025. Both received SSA checks.(SSA 1099) The brother had a small pension from a former employer(1099 R) and an annuity (Form CSA 1099R)

They lived in PA. They did not withhold taxes.

Both were elderly, ill, and had no children. The administrator and I live out of state.

Should the administrator of the estate go ahead and file the 2023 and 2024? Someone advised me only file the 2025 tax year and to write on this "Deceased- Final Tax Form"

Thank you for any suggestions or recommendations.

Jsbullersmith

xmasbaby0

Level 15

It is not clear whether they even needed to file tax returns. You say their income consisted of Social Security and a "small" pension and an annuity. Depending on how much income they were getting from the pension and the annuity, they might not have needed to file federal or state tax returns at all. PA does not tax retirement income.

Who has to file?

http://www.irs.gov/uac/Do-I-Need-to-File-a-Tax-Return%3F

You need to file a federal return if half your Social Security plus your other income is

Single or Head of Household $25,000

Married Filing Jointly $32,000

Married Filing Separately $0