TY 2025 Tax Articles & Guides

Comprehensive tax resources to help you maximize savings and stay compliant

Who needs to attach Form 1310 with the tax return:
Filing for Deceased Taxpayer
4 min read 2 months ago

Who needs to attach Form 1310 with the tax return:

Understanding the Requirements for Form 1310

tax return Form 1310 tax filing
TT
Tax Expert Team
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My spouse passed away. Do I have to file separate tax returns?
Filing for Deceased Taxpayer
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3 min read 2 months ago

My spouse passed away. Do I have to file separate tax returns?

Navigating Tax Filing After the Loss of a Spouse

tax filing spousal death tax returns
FA
Family Tax Advisor
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Our child (age 19) passed away, do we include him on our return this year or file a return for him?
Filing for Deceased Taxpayer
4 min read 2 months ago

Our child (age 19) passed away, do we include him on our return this year or file a return for him?

Navigating Tax Filing After a Tragic Loss

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FA
Family Tax Advisor
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How do you file a return for a deceased taxpayer?
Filing for Deceased Taxpayer
3 min read 2 months ago

How do you file a return for a deceased taxpayer?

Steps to File a Tax Return for a Deceased Individual

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BS
Business Tax Specialist
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Can I file jointly with my deceased spouse if I have remarried?
Filing for Deceased Taxpayer
3 min read 2 months ago

Can I file jointly with my deceased spouse if I have remarried?

Navigating Tax Filing Options After Remarriage

joint filing deceased spouse remarriage
FA
Family Tax Advisor
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Form 1310 - Statement of Person Claiming Refund Due a Deceased Taxpayer
Filing for Deceased Taxpayer
3 min read 2 months ago

Form 1310 - Statement of Person Claiming Refund Due a Deceased Taxpayer

Understanding the Process for Refunds Due to Deceased Taxpayers

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BS
Business Tax Specialist
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The IRS instructions indicate that the date of death is to be included at the top of the form 1040/1040SR. How do I include the information if I am e-filing?
Filing for Deceased Taxpayer
3 min read 2 months ago

The IRS instructions indicate that the date of death is to be included at the top of the form 1040/1040SR. How do I include the information if I am e-filing?

Including the Date of Death in E-filing for Form 1040/1040SR

e-filing IRS instructions death
TT
Tax Expert Team
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I need to file an Estate Tax Return for my deceased relative. Can I use OLT for this?
Filing for Deceased Taxpayer
3 min read 2 months ago

I need to file an Estate Tax Return for my deceased relative. Can I use OLT for this?

Understanding the Use of OLT for Estate Tax Filing

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BS
Business Tax Specialist
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Can I file as a Qualifying Widow(er) if I do not have a dependent child?
Filing for Deceased Taxpayer
3 min read 2 months ago

Can I file as a Qualifying Widow(er) if I do not have a dependent child?

Understanding Filing Status Without a Dependent Child

filing status qualifying widow dependent
FA
Family Tax Advisor
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