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Q. What happens if your loved one passes away with their tax filing requirements?
A final Form 1040 needs to be filed in the year of death to report any income received prior to their passing. An EIN needs to be obtained for their estate to be transferred into if they had a will and the assets do not need to go through probate. An estate or trust tax return needs to be filed if there is gross income of over $600 for the year.
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