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Tax Robin
Tax Robin, Tax Advisor
Category: General
Satisfied Customers: 13340
Experience:  15 plus years International Tax Law, Instructor
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My husband recently passed away and i was wondering if you

Customer Question

Hello,
my husband recently passed away and i was wondering if you could tell me what tax rate he would be taxed at
1. Long service leave
2. Unused annual leave
3. Monthly wage owing to him
Also would I have to do a tax return for him for this money for 2016/2017
As well as he took ill early Jujne this year and did not do a tax return for 2016/2016
so what do I do about this
Thanks
Submitted: 2 months ago.
Category: Australian Tax
Expert:  Tax Robin replied 2 months ago.

Hello and thank you for allowing me to assist you today.

Expert:  Tax Robin replied 2 months ago.

Please accept my condolences. I sincerely ***** ***** information is helpful to you.

A deceased person's individual tax returns are prepared and lodged in the same manner as when they were alive:

  • The general individual tax rates with the full tax-free threshold apply if they are an Australian resident.
  • The Medicare levy and Medicare levy surcharge may also be payable.

Once you’ve notified ATO of your husband's death, you need to:

  • lodge a final Tax return for individuals (called a 'date of death tax return') on his behalf or advise ATO that a tax return is not necessary
  • lodge prior year Tax return for individuals for him.

In general you need to lodge a date of death tax return on behalf of the deceased person if they:

  • had tax withheld from the income they earned
  • earned taxable income exceeding the tax-free threshold
  • had tax withheld from interest or dividends because no TFN was quoted to the investment body
  • lodged tax returns in prior years (that is, for income years before the income year in which they died)
  • should have lodged tax returns in prior years.

You complete the Tax return for individuals form as if you were the deceased person and:

  • print the words ‘DECEASED ESTATE’ on the top of page one of the tax return
  • sign the tax return on behalf of the deceased person as their executor.