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I am the Personal Representative for my Mother's Estate (Mom died on September 17, 2018.) thus I am responsible for filing 2018 Income Tax for Mom's Estate. I will have to file 2019 Income Tax for Mom's Estate also because the profits from the farm harvest and the USDA/FSA Farm Programs were not/will not be received until 2019.

Whomever is the Executor or Personal Representative of your Mother's Estate is responsible for taking care of ALL Finances which includes filing any Income Tax if required.  Check with your Mother's lawyer &/or her CPA as to what needs to be done and who needs to do it.
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Would the payment for preparing the taxes be paid from the estate? I would hope it is.
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anonymous875604 Jan 2019
Yes
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Diane...
Has anything changed since you asked the last time?


https://www.agingcare.com/questions/if-mother-passed-away-march-1st-do-i-still-file-taxes-for-her-442189.htm?orderby=recent

The short answer is yes, the year in which a taxpayer dies their executor/personal representative is still required to file their last taxes.

Hope this helps.
Sparkles ✨
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Thank you All for your help!

Diane
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If you are the executor or if your the only daughter meaning your the next of kin and handlin your mother's assets then yes. I did for my mother, and if she is suppose to get money back then that will go to you. If she was living off social security then you would have to double check and see how much she made during that year. It will depend on if she made so much that you would need to file. Usually you should get a statement in the mail telling you how much she has made year to date. Hope this helps and so sorry for your loss.
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You will need to file both State/Fed per her 1099(s) you will be receiving. Even if she falls under the income bracket that she is not required to do so, it must be done so you are able to collect (many people don't realize that IRS shelves this money then turns over to help cover deficits of our government) as well as attaching a copy of her death certificate so she will be taken off the tax rolls.

It is very important that both your parents will show as deceased both State/Fed. This will help you make sure no one has stolen their ID.

Make sure ALL 3 major credit reporting companies are informed also. You will need to present a death certificate for their records also, that way their credit reports will show as being deceased.

Check with your State Recorder's office as to how any refund(s) are to be handled if you are not the Conservator/Representative of her Estate.

If Probate has not been closed, then the Court should help you. These returns may end up going to the State to cover any monies provided for your Mother's care.
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JoAnn29 Jan 2019
Thanks for this info. Mom died Sept of 2017. I did not file because the IRS told her because of her income she no longer had to file. She hadn't filed for 10 yrs, at least.

I still have her tax stuff from 2017. I will talk with my Tax preparer.
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Here’s what I would do: find a bookkeeping agency who also does taxes and give them a call. Tell them your situation, and make an appointment. Ask what documents you will need to bring. Tax laws change by the minute. And if you screw up, the IRS will come after you. It will cost you under $100 to have them done and the peace of mind is well worth it.
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worriedinCali Jan 2019
It won’t necessarily cost under $100 to have her taxes filed. It varies depending where you live. A professionally prepared tax return can easily be in the hundreds depending how complex her moms return is.
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I believe if you are the executor one of the duties is filing all taxes.
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I was my mother's finance POA and daughter. I filed her last taxes. If there was a probate the finance POA might have to also file a estate tax return. Even if you are not required to, it would be a good idea to tie up loose ends.
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I was told that the POA ceases when the person dies. At that point, the executor becomes the person responsible. Try an accountant in your state. The little extra it costs to have an accountant file your taxes might be worth it this year.
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