RM4
Level 2

Hi Accountant Man,

Thank you for your answers.  I am still stuck on a few things:

1.  When I file the 2021 tax return with the Executor name and address, I will need to file a Form 1310 for the refund.  I would have to put the date of death in ProSeries.  I will still need to file a 2022 tax return next year for the deceased, since he died in Feb. 2022.  Will the IRS assume the 2021 tax return was the final return, preventing me from filing a 2022 tax return for a refund for the Executor?

2.  Should I use the deceased NYS driver's license?

0 Cheers