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Question

My mother died in 2023 and filed 2023 taxes. in 2024 accounts still in her name. Do I file the accounts on my taxes or file for her again even though she is deceased?

Forum|Forum|1 year ago
April 11, 2025
1 reply
0 views

I am unsure how to claim the interest and dividends for the accounts not transferred to me. I am listed as Beneficiary and TOD on the accounts

TurboTax Online

You can't file a tax return for a person who is deceased. You can file a return for their estate if it earned more than $600.

If you are the sole heir you can enter these on your personal tax return as received in respect of a decedent. As long as it is not significant then there will not be much to worry about. But get those accounts switched over to your name before next year!

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