Monday, June 20, 2016

How Do I File A Deceased Person's Tax Return?

You can usually use form 1040.

1. Write deceased name in name section BUT put personal representative's name on address line with their address info.
2. Write "Deceased" and the date of their death across top of 1040.
3. Sign 1040 as 'Personal Rep.'
4. Attach a court document stating who the personal representative is.
5. Some people may need to file an actual estate tax return.
6. Include Form 1310 for certified representatives.

For Colorado:
Form DR0102


RESOURCES:
https://www.irs.gov/pub/irs-pdf/f1310.pdf
https://apps.irs.gov/app/IPAR/screen/IPAR_1/en-US/summary?user=guest

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