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Level 4
March 2, 2023

Can you file final tax return early for deceased taxpayer and estate?

  • March 2, 2023
  • 1 reply
  • 12 views

Taxpayer died in early 2023.  Their estate will be all wrapped up and completed within a month. Can we file the final 1040 for 2023 and the first and final estate tax return early, or do we have to wait and file them one year from now in 2024 (when the 2023 tax forms are available)?

If filing early, do we use the 2022 version of the tax forms?

If it makes a difference, their will be no tax owed on these final returns (1040 and 1041).

Thank you for any input.

 

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    1 reply

    sjrcpa
    Level 15
    March 2, 2023

    You can file them early- on paper, using 2022 forms marked up for 2023.

    The more I know the more I don’t know.
    mhkdgalAuthor
    Level 4
    March 2, 2023

     Thank you!

    sjrcpa
    Level 15
    March 2, 2023

    You're welcome.

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