Deceased Person Tax Return

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  • เผยแพร่เมื่อ 16 ก.ค. 2023
  • What do you do when you have to file a tax return for a parent, spouse, friend, or loved one who has passed on? The accountants at REH CPA have the answers and can help you navigate these rough waters.
    Visit our website: www.rehcpas.com
    Ray Halstead and Andrew McMillan are managing partners at REH CPAs in Mooresville, NC. They focus on helping small business owners with their bookkeeping, accounting, taxes, and ultimately allowing them to stay out of their books and in their business.
    If you want to speak with someone about your small business taxes, give REH CPAs a call at (704) 662-8249.

ความคิดเห็น • 12

  • @hots4jc
    @hots4jc 3 หลายเดือนก่อน +2

    Wow I didn’t know the IRS was such “grave diggers”.

  • @ElizabethPhillips-ix9rv
    @ElizabethPhillips-ix9rv 3 หลายเดือนก่อน

    What if you were privately employed by someone who just recently passed away? How do I file?

  • @jayf4823
    @jayf4823 2 หลายเดือนก่อน

    Great video! My Dad died on 4/15/2024 (obviously choosing the easier path). Mom remains alive and well, and I am preparing their 2023 tax returns a bit late. No extension request was filed, but I'm pretty certain they will not owe any money. Since Dad was still living through all of 2023, can I assume that your instructions in this video do not apply to me at this point, but will apply to me when I prepare their 2024 returns? Is there any other information that I should be aware of for their 2023 tax returns?

  • @rositawheeler8349
    @rositawheeler8349 27 วันที่ผ่านมา

    How can i get the money for my deceased son that i foled in IRS

  • @isabelamaral5892
    @isabelamaral5892 21 วันที่ผ่านมา

    Can my mom claim my dads tax return ? He passed in 2021 😢

  • @PapaJoFixIt
    @PapaJoFixIt 5 หลายเดือนก่อน

    What if your adult child passes away? That is due to a refund for 2023

  • @Foltynsplay
    @Foltynsplay 6 หลายเดือนก่อน

    What other forms for the refund? I have a death certificate but no probate letter

    • @julielemoine3954
      @julielemoine3954 3 หลายเดือนก่อน

      I’m not positive but you may need to apply for an EIN

  • @rae08
    @rae08 5 หลายเดือนก่อน

    What happens if the the deceased was a senior and didn't pay taxes? What forms should you use?

    • @julielemoine3954
      @julielemoine3954 3 หลายเดือนก่อน

      Did they receive Social Security, PERS or something like that? Regardless, I believe you want/need to file so the IRS knows the person is deceased and no one else can file using their SSN

    • @rae08
      @rae08 2 หลายเดือนก่อน

      ​@@julielemoine3954Yes they received SS and army checks. File a 1040 form?

  • @normano4484
    @normano4484 11 หลายเดือนก่อน +1

    😴 P R O M O S M