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Level 2
March 27, 2023

how to correct a 2019 return prepared by another preparer firm that did not include nursing care charges and the client died in 2022? Do I show client dead on 2019 1040X?

  • March 27, 2023
  • 2 replies
  • 21 views

Taxpayer alive in 2019 but died in 2022.  Executor reviewed returns and discovered past preparer had not included nursing care fees ($55,000/yr.) over past 3 years on returns.  Over paid taxes by $10,000 each past year.  Request to file amended returns.  Do you show client dead on 1040 or have executor sign for taxpayer?

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2 replies

sjrcpa
Level 15
March 27, 2023

"Do you show client dead on 1040 or have executor sign for taxpayer?"

Both.

The more I know the more I don’t know.
efheimanAuthor
Level 2
March 27, 2023

Thank you. That makes sense. 

sjrcpa
Level 15
March 27, 2023

You're welcome.

The more I know the more I don’t know.