Stuart Bronstein wrote:
- quote -

Or maybe a soldier on the payroll of the Chinese warlord
being subsidized by the CIA?

ChEAr$,
Harlan Lunsford, EA n LA

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DORFMONT[at]aol.com wrote:

- quote -

I concur with filing in this case. Also sets the period of
limitations in motion.

Occupation: "Deceased"??? I prefer "Ghost," except for
those people who were really annoying who get "Poltergeist."

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Harlan Lunsford wrote:
- quote -

Maybe he was just dying to be employed.

Or perhaps he was on the payroll lay-away plan: die now, pay
later.

Stu

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DORFMONT[at]aol.com wrote:

(snipped)
- quote -

occupation; deceased????? (lol)

ChEAr$,
Harlan Lunsford, EA n LA

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If the Social Security is her only income for 2004, she need
not file.

Missy Doyle

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This is one of those rare instances where you would be
better off filing a tax return even though one is not
required. You have to inform the taxing agencies that your
mother has passed away and that this is her final return. I
hope she didn't live in California. Trying to convince the
Franchise Tax Board that a taxpayer is dead can be a trying
effort. I still got tax forms for my deceased father for 2
years after I filed his final return. One of my clients who
had collection issues was getting correspondence for several
years after he had died. Apparently "Occupation: Deceased"
doesn't mean anything in Sacramento.

Linda Dorfmont E.A., CFP, CSA

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Here is my situation:

My mother, a widow, died in 2004. Her only income was from
Social Security, about $12,000 total at the date of her
death.

In reading IRS publications, I was assuming that I (as her
personal representative) would need to file a 1040 for her
for TY 2004. However, the Social Security paperwork that
arrived last week had me apply a simple formula to determine
filing necessity. According to that formula, no tax return
needs to be filed.

My question is -- which is it? Do I need to file a 1040 for
her regardless of the SS rules, because she's deceased? Any
insight on this would help. If there's ambiguity, I think
the best thing to do would be to file a 1040 even if it's
not necessary.

Thanks in advance,

P.J. Hartman

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