Preparing Taxes for a Deceased Taxpayer On-Demand Webinar


Providing services for your clients after their death or the death of a loved one is imperative. It is important to be able to differentiate how to report income the decedent earned prior to death and income earned after death. This webinar explains the basic rules for determining which items of income and expense are reported on taxpayer’s final Form 1040, Individual Income Tax Return, as opposed to their estate return. Additionally, we will address the importance of filing Form 56, Notice Concerning Fiduciary Relationship, and review when Form 1310, Statement of Person Claiming Refund Due a Deceased Taxpayer, is needed.


Upon completion of this course, you will be able to:

  • Identify forms and documents needed to prepare a final Form 1040
  • Compute how much interest, dividends, capital gain and miscellaneous income earned through the date of death is reported on the final Form 1040
  • Summarize the impact of death on the decedent’s net operating loss (NOL), capital loss carryovers, passive losses and other tax attributes
  • Prepare a decedent’s final Form 1040, Form 56 and Form 1310

Course Details

This on-demand webinar includes the presentation slides, exam questions, recording of the webinar broadcast with review questions, and attendee top questions. CPE is issued after exam is successfully completed.


Presented by: Larry Zimbler, MST, EA

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