Learn 10 important tax filing tips for handling a deceased person's return, including deadlines, forms, deductions, and ...

Filing taxes for yourself is hard enough. Filing them on behalf of someone recently deceased is even harder, especially when you're dealing with the emotional aftermath of your loss. While nothing can ...

In the year that a taxpayer dies there may still need to be one or more tax returns that are required to be filed after their death. The need for these filings is dependent upon the income that the ...

Each year, the IRS retains a substantial amount of unclaimed tax refunds. In 2025 alone, over a billion dollars affecting more than 1.1 million individuals remain unclaimed simply because they have ...

Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. When the first of two spouses dies the survivor can safeguard the ...

Thomas is a native of upstate New York and a graduate of the University at Albany. As a former member of CNET's How To team, he wrote about the intersection of policy, information and technology, and ...

In this week's Ask the Editor Q&A, Joy Taylor answers questions on inherited IRAs and the 10-year cleanout rule for ...

Between January 2021 and July 2024, the IRS processed nearly 610,000 manual refunds for deceased taxpayers, according to a recent report, but in many cases took over a year to process them. "Often a ...

As I continue to age so do my clients. As a result of being in business for many years some of my clients are now unfortunately passing away. When this occurs, there are always questions that come up ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. October 15th was the final deadline for filing your ...

For federal income tax purposes, your marital status is determined under state law as of the last day of the calendar year. That matters when choosing your filing status. Your filing status is one of ...