Money and accounts
What about their taxes?
Short answer
A final income tax return must be filed for the year they died. If the estate earns income (rent, interest, dividends), an estate return may also be required. You can hire a CPA who handles estate taxes, or contact the IRS for…
What this usually means
A final income tax return must be filed for the year they died. If the estate earns income (rent, interest, dividends), an estate return may also be required. You can hire a CPA who handles estate taxes, or contact the IRS for guidance. The deadline is usually April 15 of the following year.
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What to do next
- Start the PathAfter checklist for situation-aware first steps.
- Find California county phone numbers for coroner, vital records, and local offices.
- Open the First 72 Hours Call Log before making calls.
- Open the Documents to Find Checklist when you are ready for paperwork.