If you receive a tax refund check for a deceased person, you must return the check to the IRS. Write “VOID” on the back of the check andmail it to the IRSlocation listed on the enclosed letter. If no letter is included, contact the IRS for further instructions. ...
Here's what you need to know about the deceased's final tax return, reporting income and deductions, inheritance and more. By TurboTax Oct 11, 2024 8:04 AM EDTTicketmaster 1099-K: A guide to 1099-K reporting for sellers Sell on Ticketmaster? Get a 1099-K if payments exceed the threshol...
Problem: The IRS—not eFile.com—rejected your Federal Tax Return because a dependent on your return has already been claimed by another person OR the dependent filed their own return and did not indicate that they can be claimed as a dependent on another person's return. Solution: Let us ...
The dependent definition is fairly simple in many every day cases: it’s a person who relies on another taxpayer for financial support. But, when you’re talking about taxes and a tax dependent, the person must meet specific requirements. We’ll cover the details throughout this post. So,...
(5) the tax return filed is on behalf of a deceased person, (6) you are filing certain IRS Forms (1310, 4852, 4684, 4868, 1040SS, 1040PR, 1040X, 8888, or 8862), (7) your expected refund amount is less than $500, or (8) you did not receive Forms W-2 or 1099-R or you ...
Prior-year return and the tax return you're inquiring about. Any IRS correspondence you've received (via email or your online account). If you're calling on behalf of someone else or someone who is deceased, you'll need to have a few extra things gathered in addition to the above, inc...
CI special agents are not allowed to compromise the tax liability of an informant to obtain information about another taxpayer. A claim for reward may be filed by an executor, administrator, or other legal representative on behalf of a deceased informant if, before the informant’s death, the ...
the requester doesn't have a requirement to file the W-9 with the IRS. That person or business keeps the form on file and uses its information to prepare your information returns, such as 1099s and 1098s, and determines whether federal tax withholding is necessary on any payments you recei...
Probate is the legal process by which a deceased person’s assets are categorized and distributed to his heirs and creditors. When a person dies with assets, a personal representative of the decedent (either the executor or a person who wishes to become the administrator) should open a probate...
Some tax issues will require professional advice but the site is an excellent tax law resource for those in need of quick answers. You'll see topics ranging from "How Do I File a Deceased Person's Tax Return?" to "Is My Residential Rental Income Taxable and/or Are My Expenses Deductible?