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When someone dies, their surviving spouse or representative files the deceased persons final tax return. On the final tax return, the surviving spouse or representative will note that the person has died. The IRS doesnt need any other notification of the death.
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testamentary trust
Form 1310 (Rev. August 2014)
Name of decedent. Date of death. Decedents social security number. Name of person claiming refund. Your social security number. Home address (number and street)
Jan 8, 2025 The Form 706 instructions for the year of the decedents death provide the filing requirements for the applicable year. See Estate tax for more
Oct 9, 2023 Upon your death your beneficiary simply files a Affidavit of Death for the Transfer on Death Deed to transfer the property to their name(s).
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