I am filing a deceased return for my mother-in-law. She passed away in 2023. She got a federal refund in 2024. That was her only income. Is a federal return required in this case? They were told of her passing on the 2023 return. I assume I need to tell my state (SC) of the federal refund, is that true? I am trying to do this by completing the Turbo Tax Federal Return (zero due) and let it flow the state. However, I have a problem. Although I tell Turbo Tax in the personal details section that she passed away in 2023, the Error Check says her passing can't be before 2024. How do I fix this? So...three questions: 1) is a federal return required, 2) do I need to do a state return (SC) [I assume so] and 3) how do I pass the error check that isn't passing but is giving me a error that says essentially "the deceased date can't be before 2024."
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1 and 2. - She can't file a personal tax return because she wasn't alive for any part of 2024.
3. You can't.
The only income was a federal tax refund that is not taxable income. There would be no reason to file a tax return for this even if she had been alive in 2024.
Sorry for your loss.
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