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Yes, if Mom lived with you and you read and answered her mail. If there was income of any kind, dividend checks or if she worked, then the IRS already has that information and the 1099-Div or W-2 were sent to your address.
If your mother's mail was not sent to you, then you can't possibly file her 2018 taxes. Hope this answer helps.
It was mid-May and dad had been too sick to pay attention to this small detail.
My DH was executor but doesn't do OUR taxes, I do, so I took on the job of finding all salient info. Dad had rental properties and a small side business. It was not an easy thing to do, for either me or the CPA.
Luckily , dad "filed" things by simply creating a new pile for each new year. So, 14 years in his condo = 14 piles of papers. He never threw a single piece of mail OUT. I had to comb through literally thousands of pieces of mail. WHich needed to be do anyhow.
When I had all the paperwork the CPA wanted, I hauled it all to his office. THere was a very small refund, if I recall--but it did feel good to have that behind us.
The IRS will hound you for $10. Don't let this go.
The takeaway for me was that my tax info is in one place and I will keep it easy for the executor of our will.
It was a bit of a nightmare for me, but it worked out OK. AS long as you don't simply ignore it.
Here comes the hitch. Since my Dad didn't place all of his financial assets into the Trust, I had to do Probate. Thus, back to the CPA to do the taxes for 2017, and now part of 2018 taxes as it took almost 2 years to complete Probate. I am still waiting for some 1099's for Dad.
Glad I had a CPA, as the IRS would be sending me letters for this or that, and I would forward those letters onto the CPA. IRS can be so complex if there are financial assets to deal with.
You've provided just a small amount of info. So I'll take a shot at it and say unless you have other siblings willing to step up yes you will need to prepare or have someone prepare her taxes. Depending on what her estate looks like and how comfortable you feel with say Turbo Tax perhaps you should gather as much information as possible (i.e. life insurance policies, medical bills, estimated mileage to doctor appointments, sources of income, etc) and have a reputable CPA prepare those taxes for you.
I prepared my father's taxes when he passed with no help from any family members simply using Turbo Tax. Perhaps the major thing I missed were the medical deductions you can take. The unfortunate part was I did speak with a few CPA's who told me considering his estate I could handle it alone but none spoke about medical deductions - he did have major medical expenses due to brain cancer. Just something to think about. Be sure and ask the CPA lots of questions (that's why they are paid) if that is the route you choose. Also, get a second opinion because this will most likely be a one time filing.
Best wishes.
You can file an amended tax return on personal income taxes. I don’t know about estate taxes but if it’s a significant amount it may be worth your while to look into it.
Charlotte
I do not believe an executor is personally responsible to pay bills out of his/her own pocket that belonged exclusively to the deceased if the deceased did not leave adequate assets to pay them. I know this is not the case in regards to credit card debt, for example. A third party does not inherit debt unless that party originally co-signed to be responsible for the debt.
This being said, absolutely, if there are sufficient assets in "the estate" to cover lingering bills of the deceased, then yes, that is where estate assets must go first -- toward satisfying bills and taxes -- before it can be distributed to other heirs.
It is very important that both your parents will show as deceased both State/Fed. This will help you make sure no one has stolen their ID.
Make sure ALL 3 major credit reporting companies are informed also. You will need to present a death certificate for their records also, that way their credit reports will show as being deceased.
Check with your State Recorder's office as to how any refund(s) are to be handled if you are not the Conservator/Representative of her Estate.
If Probate has not been closed, then the Court should help you. These returns may end up going to the State to cover any monies provided for your Mother's care.
I still have her tax stuff from 2017. I will talk with my Tax preparer.
Diane
Has anything changed since you asked the last time?
https://www.agingcare.com/questions/if-mother-passed-away-march-1st-do-i-still-file-taxes-for-her-442189.htm?orderby=recent
The short answer is yes, the year in which a taxpayer dies their executor/personal representative is still required to file their last taxes.
Hope this helps.
Sparkles ✨
Whomever is the Executor or Personal Representative of your Mother's Estate is responsible for taking care of ALL Finances which includes filing any Income Tax if required. Check with your Mother's lawyer &/or her CPA as to what needs to be done and who needs to do it.