Do I need a Final Return for my Father?

grpen — Thu, 06 Jun 2019 14:10:33 GMT

My father is in hospice care, which will probably last a few weeks before he passes away. He receives SS of $2700, and my mother receives $750. In addition, he has about $4,000 of income. He has not been filing returns, since he is below the limit. He has a negligible estate, that all goes to my mother. What happens on his death? Even though he is below the filing limit, do we need to file a final return?

Sorry about your situation. Upon your father's death, you...

MichaelDC — Thu, 06 Jun 2019 14:10:35 GMT

Sorry about your situation. Upon your father's death, your mother will probably receive your fathers Social Security benefit amount instead of her $750. (Contact Social Security Administration about that.) Most other income, IRA, bank interest and stock dividends will probably revert to her. Also, if your father set up a pension to continue for your mother after he passed.

Most of that is conjecture, however, with the numbers you were mentioning, your mother will not have to file either. A final decedent return is not necessary and follows the filing requirements as if he was alive.

Please feel free to post any additional details or questions in the comment section.

topic Do I need a Final Return for my Father? in After you file

Do I need a Final Return for my Father?

Sorry about your situation. Upon your father's death, you...