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krw111
Level 1
May 3, 2024
Question

2024 Final 1040

  • May 3, 2024
  • 2 replies
  • 8 views

I have a taxpayer who died in January 2024. We filed the 2023 return but need to file a final return from Jan 1, 2024 through the date of death. I included the DOD in the client info section and added the executor contact info.

Is there anywhere in the input where I need to designate it is a short year return for the 2024 tax year?

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    2 replies

    sjrcpa
    sjrcpa
    Level 15
    May 3, 2024

    For 1040s, you just show the date of death.

    It is understood that you are only reporting information for 1/1/24 - date of death.

    The more I know the more I don’t know.
      IRonMaN
      IRonMaN
      Level 15
      May 3, 2024

      You need to wait until next year to file a 2024 return.  But, was there enough income earned in a few days or weeks in January to require a return to be filed?

      Slava Ukraini!
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