topic My mother in law died on 3/6/25, and I could not pre pay her taxes for 2025 because her Social Security became invalid. Is she liable for the estimated tax penalty? in Retirement tax questions

My mother in law died on 3/6/25, and I could not pre pay her taxes for 2025 because her Social Security became invalid. Is she liable for the estimated tax penalty?

RJG0307 — Thu, 19 Feb 2026 19:41:11 GMT

Her Social Security number became invalid because I called the Social Security office the day after she died. Why does she have to pay a penalty if I could not pre pay her taxes?

Re: My mother in law died on 3/6/25, and I could not pre pay her taxes for 2025 because her Social Security became invalid. Is she liable for the estimated tax penalty?

Opus 17 — Thu, 19 Feb 2026 20:14:25 GMT

Turbotax will offer to calculate a penalty in some situations but you should be able to decline that and file without including the penalty form. If the IRS sends a letter with a penalty assessment, you can request a waiver for cause at that time. (There isn't really a way to request a waiver before a penalty is actually assessed.)

Re: My mother in law died on 3/6/25, and I could not pre pay her taxes for 2025 because her Social Security became invalid. Is she liable for the estimated tax penalty?

RJG0307 — Sun, 22 Feb 2026 15:19:03 GMT

Opus 17

Thank you for your help 🙂

Ray Gorman