Filing a tax return on behalf of a deceased person

Subscribe to our YouTube channel:    / @teachmepersonalfinance  

Subscribe to our newsletter: https://tinyurl.com/3b8kejnb
Want to discuss your concerns one on one? Schedule an Ask Me Anything meeting here: https://calendly.com/forrest-teachmep...

Do you use TurboTax? If not, is the reason because you're not sure which TurboTax software is the right one for you? In that case, head on over to this page to learn more about all the things that TurboTax has to offer: https://tinyurl.com/3dnmbavy

This video walks you through situations you may encounter while handling taxes on behalf of a deceased person. This includes:
-What to do if you're a surviving spouse
-How to file the current year tax return
-How to learn about the decedent's tax history
-How to obtain a tax refund on behalf of the decedent, if applicable

You can go directly to the following IRS pages for more information:
File the final tax returns of a deceased person: https://www.irs.gov/individuals/file-...

Request deceased person's tax information:
https://www.irs.gov/individuals/reque...

If you’re looking for tutorials for other IRS Forms that you can file directly through the IRS website, check out our free fillable forms page: https://www.teachmepersonalfinance.co...

Here are links to articles we've written about other tax forms mentioned in this video:

IRS Form 56, Notice Concerning Fiduciary Relationship
Article: https://www.teachmepersonalfinance.co...
Video:    • IRS Form 56 Walkthrough (Notice of Fi...  

IRS Form 4506, Request for Copy of Tax Return
Article: https://www.teachmepersonalfinance.co...
Video:    • IRS Form 4506 walkthrough ARCHIVED CO...  

IRS Form 4506-T, Request for Transcript of Tax Return
Article: https://www.teachmepersonalfinance.co...
Video:    • IRS Form 4506-T walkthrough (Request ...  

IRS Form 8822, Change of Address
Article: https://www.teachmepersonalfinance.co...
Video:    • IRS Form 8822 walkthrough - ARCHIVED ...  

IRS Form 2848, Power of Attorney and Declaration of Representative
Article: https://www.teachmepersonalfinance.co...
Video:    • IRS Form 2848 walkthrough - ARCHIVED ...  

IRS Form 1310, Statement of a Person Claiming Refund Due a Deceased Taxpayer
Article: https://www.teachmepersonalfinance.co...
Video:    • IRS Form 1310 walkthrough - ARCHIVED ...