Form 1310, officially known as the “Statement of Person Claiming Refund Due a Deceased Taxpayer,” is a document that allows ...

Each year, the Internal Revenue Service (IRS) holds onto billions in unclaimed tax refunds, often belonging to deceased individuals. If you're managing the affairs of a deceased loved one, you might ...

Since my father passed away this past year and I am now completing his final part year 1040 individual income tax return for 2022, I thought it would be a good opportunity to discuss the filing of a ...

Between the COVID pandemic and the general aging of my clients, it seems I have had quite a number of clients passed away recently. When this occurs, there are always questions that come up on filing ...

Thomas is a native of upstate New York and a graduate of the University at Albany. As a former member of CNET's How To team, he wrote about the intersection of policy, information and technology, and ...

Upon a death in the family, there will likely be a number of unpleasant tasks to perform, including filing taxes for deceased loved ones. Because death and taxes are inevitable, there’s a good chance ...

It might be a surprise to learn the term “Death Tax” does not appear anywhere in the federal tax code. The Estate Tax has been a minor but consistent source of federal revenue for a century. The tax ...

The 1040 tax form is the one most people use for filing taxes. It’s not the easiest to understand, though. Form 1040 received an overhaul and revamp in 2018 designed to make it shorter and less ...

In the year that a taxpayer dies there may still need to be one or more tax returns that are required to be filed after their death. The need for these filings is dependent upon the income that the ...

When someone passes away, their tax headaches don't die with them. In fact, those obligations can further complicate the lives of survivors: Federal estate taxes may be due and state inheritance taxes ...

The 1040 tax form is the form taxpayers use for filing federal taxes. It’s also a form that plenty of people have trouble filling out or understanding. In fact, back in 2018, Form 1040 received an ...