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March 3, 2021
Question

My mother passed away 02/01/2021, I am completing her 2020 tax return--do I mark her return as she is deceased. She was alive all of 2020.

  • March 3, 2021
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1 reply

WendyN2
March 3, 2021

No, her return should be prepared just as she was at 12/31/2020. Actually, if I get really specific, the IRS treats the taxpayer as what they are at January 1, 2020, for that tax year with respect to living versus deceased. File as you normally would, then next year you will file as well normally, but then you will make the selection for "Deceased" and enter the date. I am very sorry for your loss!