As tax professionals, we are accustomed to filing tax returns for our clients through all phases of their lives such as when they find their first paid job, get married, have children and save for retirement. Often times we overlook the times where our support and attention to detail matter most: in the afterlife moments.
This course will discuss the tax returns that may need to be filed on behalf of deceased taxpayers during the year following their death. Depending on the taxpayer's individual circumstances various forms may be used including Form 1040, Form 1041, Form 706, Form 709. These forms will all be discussed in turn, supported by numerous examples that illustrate when each form should be filed and what information should be included in each case.