What do I need to know about filing taxes for a deceased person?

When filing taxes for a deceased person, it is important to know the basics of California tax law. It is important to first determine whether the deceased person had a California income tax return requirement for the year in question. If so, you will need to file a final tax return for the deceased person. The California Franchise Tax Board requires that any income earned by the deceased be reported in the final tax return. This includes income from wages, pensions, and interest earned on investments. In addition, any income taxes owed by the deceased must also be reported and paid. If the deceased was in the process of preparing their own taxes, you may be able to use the information they have already entered. You will also need to determine whether the deceased person was a resident or nonresident of California. This will determine which tax forms are required. If the deceased person was required to file a California income tax return, they may have also been required to file one with the federal government. After filing the tax return, you must also consider taxes owed or possible refunds. If the deceased was owed money from the tax return, these funds would need to be applied to any debts the deceased had or distributed according to their will. It is important to note that filing a tax return for a deceased person can be a complicated process, so it is important to consult a tax professional if you have questions or concerns.

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What do I need to know about filing taxes for a deceased person?

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