Review prior returns and the records needed for the final filing period.
After a death
Final tax return preparation
Support with the final federal income-tax return after a death, organized around the documents and filing questions that apply to the situation.
A final income-tax return can be one of the first tax responsibilities after a loss. We help organize the tax records, identify the filing questions to review, and prepare the return when it is within our scope.
Separate the decedent's final income-tax reporting from income earned afterward by an estate or trust.
Help surface federal filing questions early, including refunds and records that may be needed.
Read before the call
Helpful context for this tax question.
These guides use current IRS source material and stay focused on education, not a determination about your specific situation.
Final return
Final tax return after death
A plain-language overview of the federal final tax return after a death, including the distinction between final individual income and later estate income.
Read the guideForm 1041
Does Form 1041 apply?
Understand why an estate or trust may have a separate federal income-tax filing question and how Form 1041 differs from a final individual return.
Read the guide