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Lane
Lane, JD, CFP, MBA, CRPS
Category: Tax
Satisfied Customers: 4023
Experience:  Juris Doctorate, CFP and MBA, Providing Financial & Tax advice since 1986
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How do I get a of overpaid taxes for a deceased person

Resolved Question:

How do I get a refund of overpaid taxes for a deceased person after their final tax return has been filed?
Submitted: 10 months ago.
Category: Tax
Expert:  Lane replied 10 months ago.

Lane :

Hi!

Lane :

YOU will just file an amended return, as you would any other tie you need to go back and file

Lane :

There is, however, a statute of limitations on filing an amended return for refund purposes (Three years)

Lane :

Here's the IRS guidance for filing a return for a decedent: http://www.irs.gov/publications/p559/ar02.html

Lane :

You should follow the same rules for filing a regular return for a deceased person

Customer:

Lane,

Lane :

Yes?

Customer:

When does the three years run from? Date of death or calendar year?

Lane :

Due date or return I think let me get that

Lane :

Taxpayers have until the later of three years from the date of the original deadline of the tax return or two years from the date the tax was actually paid to claim a refund of overpaid taxes from the IRS.

Lane :

For example, your 2013 tax return is due on April 15th, 2014. Add three years to this filing deadline, and you have until April 15th, 2017, to file your 2013 tax return and still get a tax refund. If you file your 2013 return after April 15th, 2017, then your refund expires

Customer:

Thanks for the help.

Lane, JD, CFP, MBA, CRPS
Category: Tax
Satisfied Customers: 4023
Experience: Juris Doctorate, CFP and MBA, Providing Financial & Tax advice since 1986
Lane and 7 other Tax Specialists are ready to help you
Expert:  Lane replied 10 months ago.

Thanks much Bob.

Let me know if I can help further,

Lane

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