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Tax Considerations When a Loved One Passes Away (Part 1)

A financially comfortable loved one has passed away. In this year of seemingly endless bad news, sadly, that’s not an uncommon situation.

The now-deceased loved one may have been single or married, and may or may not have been a relative. In any case, you’ve stepped up to the plate and taken on the challenging job of acting as executor for the deceased person’s estate. Good for you.

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IRS Key Contact Information and Helpful Hints

Amended Tax Return Status: 866-464-2050 Apply for an EIN: 800-829-4933 Estate and Gift Taxes: 866-699-4083  Excise Tax Help: 866-699-4096  FBAR Online Filing Get Tax Transcript for

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