Estate Income Tax Returns

Estate Tax Returns

Personal Tax Returns After Death

The Executor or Personal Representative of a deceased person’s estate is responsible for filing the final income tax returns for the estate and possibly the deceased individual, and estate tax returns, if required. An experienced tax return provider such as Nationwide Accounting Services can assist the executor or personal representative prepare and file any tax returns required by law. It is critically important that the individual preparing these important legal documents have the knowledge and experience required to provide the executor or personal representative with accurate and timely documents in order to avoid future problems with the IRS and/or FTB.

The final state and federal income tax returns will generally include income tax returns for the deceased individual and tax returns for the estate. Some examples of assets that can generate income for the estate are stocks, bonds, savings accounts, mutual funds, certificates of deposit, rental properties, paychecks deposited after the persons’ death, and promissory notes.

Not all tax preparers understand the complexities of preparing and filling tax returns after a person’s death. Please contact us by phone or email if you need assistance with any type of state and/or federal tax returns.

Nationwide Accounting Services