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Level 3
posted Apr 14, 2024 4:38:20 AM

2023 Tax Return for 2024 Decedent

My father-in-law passed in 2024. My wife is court ordered personal representative of his estate. We need to file his 2023 tax return which would not be his final tax return. Could you please advise on the proper procedure for getting the 2023 return done using Turbotax Deluxe. We live in Florida where a state return is not required. 

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1 Best answer
Employee Tax Expert
Apr 14, 2024 5:02:08 AM

If you are filing using an online version, begin in the My Info section and indicate that you are preparing the return for your father-in-law who passed. Then enter his income and deductions as you have for your own return up to his date of death. 

For income earned by his estate after his date of death, you would file an estate tax return if income is greater than $600.

 

Who must file an estate tax return?

2 Replies
Employee Tax Expert
Apr 14, 2024 5:02:08 AM

If you are filing using an online version, begin in the My Info section and indicate that you are preparing the return for your father-in-law who passed. Then enter his income and deductions as you have for your own return up to his date of death. 

For income earned by his estate after his date of death, you would file an estate tax return if income is greater than $600.

 

Who must file an estate tax return?

Level 3
Apr 14, 2024 8:34:21 AM

Thanks. We're using the desktop edition and we've got it figured out.