Support Center

<- Back to Main Page

What do you do with a deceased person's tax return?

---

📚 What This Guide Covers

• Report income up to the date of death
• Claim eligible credits and deductions for the deceased person

📝 Key Steps

Step 1: Prepare the final return like you would if they were alive

Use this when you need to file the final individual income tax return.

In general, file and prepare the final individual income tax return of a deceased person the same way you would if the person were alive.

Step 2: Report all income up to the date of death

Use this when you need to determine what income belongs on the final return.

Report all income up to the date of death.

Step 3: Claim all eligible credits and deductions

Use this when you need to ensure the return includes all qualifying tax benefits.

Claim all eligible credits and deductions.

Tags: federal,form