Jump to content


Deceased Taxpayer - Gross Income Below Filing Requirement


5 replies to this topic

#1 Yardley CPA

    Advanced Member

  • Members
  • PipPipPip
  • 199 posts

Posted 04 February 2012 - 02:50 PM

I'm wondering if anyone prepares a final return even if the deceased taxpayer had gross income below the filing requirement amount?

#2 jainen

    ATX Supreme Guru

  • Members
  • PipPipPipPipPipPip
  • 2,971 posts

Posted 04 February 2012 - 03:05 PM

>>deceased taxpayer had gross income below the filing requirement<<

Same issues as for a living person. Will the family be more comfortable avoiding an IRS reminder? Do they want to get past the statute of limitations? Did a short period of employment trigger EIC? Kids or ex-wife snooping around? You know, whatever.

#3 rfassett

    Advanced Member

  • Members
  • PipPipPip
  • 362 posts

Posted 04 February 2012 - 03:22 PM

Always! For the reasons jainen mentions. And it serves notice to the IRS.

#4 Terry D

    ATXaholics Anonymous

  • Members
  • PipPipPipPip
  • 614 posts

Posted 04 February 2012 - 09:54 PM

Agree, file the final return for all the above reasons

#5 Randall

    Advanced Member

  • Members
  • PipPipPip
  • 391 posts

Posted 05 February 2012 - 06:38 AM

Yes, especially if they've been filing in previous years.

#6 Yardley CPA

    Advanced Member

  • Members
  • PipPipPip
  • 199 posts

Posted 05 February 2012 - 10:21 AM

Thanks...I normally do as well.





1 user(s) are reading this topic

0 members, 1 guests, 0 anonymous users