Legal Question in Wills and Trusts in Ohio

Estates

My brother passed away in Feb 2009. Can we file his 2008 & 2009 income taxes this year together or do we need to wait until next year to do his 2009 taxes for the 45 days he lived in 2009?


Asked on 3/29/09, 7:27 pm

1 Answer from Attorneys

Elizabeth Schmitz Elizabeth S. Schmitz Attorney at Law

Re: Estates

You will need to file a return for both 2008 and 2009. A return may not be needed for 2009 if your brother did not have sufficient income.

Be sure to attach an IRS form 1310 if he is due a refund.

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Answered on 3/29/09, 9:47 pm


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