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June 6, 2019
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My brother died last June. Does a return need to be filed for him? he had no income, some money in bank.

  • June 6, 2019
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    Best answer by MaryK1

    No a final decedent return only needs to be filed if he would have been required to file if alive.  I am sorry for your loss.

    The gross income, age, and filing status of a decedent generally determine whether a return must be filed. Gross income is all income received by an individual from any source in the form of money, goods, property, and services that is not tax-exempt.   A return must be filed to obtain a refund if tax was withheld from salaries, wages, pensions, or annuities, or if estimated tax was paid, even if a return is not otherwise required to be filed.

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    MaryK1Answer
    Employee
    June 6, 2019

    No a final decedent return only needs to be filed if he would have been required to file if alive.  I am sorry for your loss.

    The gross income, age, and filing status of a decedent generally determine whether a return must be filed. Gross income is all income received by an individual from any source in the form of money, goods, property, and services that is not tax-exempt.   A return must be filed to obtain a refund if tax was withheld from salaries, wages, pensions, or annuities, or if estimated tax was paid, even if a return is not otherwise required to be filed.

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    June 6, 2019
    I forgot to mention the money in the bank (about 40,000) came from the sale of our mother's house. He received this in May and died in June!