Case Study 4: Filing a Claim for a DecedentBob died in February 2024. His 2023 tax return – due on April 15, 2024 – is not the final tax return. The final tax return would be the 2024 Form 1040, filed in 2025. Click here for an explanation. If an individual died after the tax year, but before the return for that year was filed, the return for the tax year is not the final return; it is a regular return. The return for the year the taxpayer died will be the final tax return. |