My mother passed away on April 4, 2024. I understand that I need to file Federal and State returns for the days that she was alive and had income and deductions under her SSN. It seems to me that this would be either CYQ1 or January 1 through April 3 since her irrevocable trust became the applicable tax entity as of April 4 (if my information about the trust activation date is correct).
I'm having trouble splitting the income that is not related to her securities. TurboTax doesn't give me an obvious way to spilt her investment rental income and expenses, her charitable annuity income, her tax withholding, etc.. It also doesn't give me an obvious way to show that any tax payments made or withheld apply only to the period that she was alive. To complicate matters, I've read that any deductible expenses incurred while she was alive, but paid after she passed away, can (should?) be claimed on her final return.
I'm filing for an extension so I can review the fine points with my CPA, but how can I clean up what I've started in TurboTax so I can figure out how much to pay with my Virginia extension request?
