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 Death of Taxpayer Prior to Filing Return 2023-2025

2023-2025 Form

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[Applause] hi I'm Lisa from GTA accounting professional corporation today we will discuss deceased tax payer and filing deceased tax returns death is cruel when dealing with the death of a loved one the last thing you need is to have so much legal and tax work to handle for the deceased that's why you need to work closely for the tax accountant to help you figure out how to handle the tax returns of the deceased loved one gathering all the important documents first things first you will need to collect the legal paperwork generally you will need the following documents the deceased s' will the official death certificates certificate of issuance of estate details of the assets the deceased owns tax slips and other tax documents the deceased will agreement will contain details on who the executor and the trustee of the Willys the tax authorities will often request to speak with the executor of the ball before anyone else can be authorized to handle the deceased ta

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