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If my aunt died in july 2017 when can i file her taxes

 
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IreneS
Intuit Alumni

If my aunt died in july 2017 when can i file her taxes

I'm sorry for your loss.

You can file the final return for your aunt whenever you have all the documentation (W-2s, interest & dividend and brokerage statements, mortgage interest, property taxes, etc.).  Keep in mind that the tax deadlines are the same for a deceased person as they are for the rest of us.

 

When you are preparing your aunt's return, make sure to note on the Your Personal Info screen, in section 3, that "I'm preparing this return for [XX], who has passed away."  

 

[Edited | 3/26/2020 |  8:30 am PDT]

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2 Replies
IreneS
Intuit Alumni

If my aunt died in july 2017 when can i file her taxes

I'm sorry for your loss.

You can file the final return for your aunt whenever you have all the documentation (W-2s, interest & dividend and brokerage statements, mortgage interest, property taxes, etc.).  Keep in mind that the tax deadlines are the same for a deceased person as they are for the rest of us.

 

When you are preparing your aunt's return, make sure to note on the Your Personal Info screen, in section 3, that "I'm preparing this return for [XX], who has passed away."  

 

[Edited | 3/26/2020 |  8:30 am PDT]

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

If my aunt died in july 2017 when can i file her taxes

Suggest that you read IRS Pub 559 (Survivors, Executors, and Administrators) for a lot of good information about filing the final return and estate return and other requirements.

<a rel="nofollow" target="_blank" href="https://www.irs.gov/pub/irs-pdf/p559.pdf">https://www.irs.gov/pub/irs-pdf/p559.pdf</a>
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
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