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April 14, 2024
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2023 Tax Return for 2024 Decedent

  • April 14, 2024
  • 1 reply
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My father-in-law passed in 2024. My wife is court ordered personal representative of his estate. We need to file his 2023 tax return which would not be his final tax return. Could you please advise on the proper procedure for getting the 2023 return done using Turbotax Deluxe. We live in Florida where a state return is not required. 

    Best answer by PaulaM

    If you are filing using an online version, begin in the My Info section and indicate that you are preparing the return for your father-in-law who passed. Then enter his income and deductions as you have for your own return up to his date of death. 

    For income earned by his estate after his date of death, you would file an estate tax return if income is greater than $600.

     

    Who must file an estate tax return?

    1 reply

    PaulaMAnswer
    Employee
    April 14, 2024

    If you are filing using an online version, begin in the My Info section and indicate that you are preparing the return for your father-in-law who passed. Then enter his income and deductions as you have for your own return up to his date of death. 

    For income earned by his estate after his date of death, you would file an estate tax return if income is greater than $600.

     

    Who must file an estate tax return?

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    paulv7260Author
    April 14, 2024

    Thanks. We're using the desktop edition and we've got it figured out.