Tax

Have a tax question? Ask a tax Expert

Ask an Expert,
Get an Answer ASAP!

This answer was rated:

My son passed away in July and Lev helped me get his federal…

My son passed away in...
My son passed away in July and Lev helped me get his federal taxes filed, which I did already, thanks again. I have now filled out California tax form 540 EZ and wonder where and how to sign it and if another form is necessary, like with the federal filing? Or if anything needs to be added to the form? Connie Park
Show More
Show Less
Ask Your Own Tax Question
Answered in 44 minutes by:
3/18/2018
Lev
Lev, Tax Advisor
Category: Tax
Satisfied Customers: 32,740
Experience: Taxes, Immigration, Labor Relations
Verified

Similarly - for California state tax purposes - a final return must be filed for a person who died during the calendar year if a return normally would be required.

The administrator or executor if one is appointed or beneficiary must file a return.

Please print or type 'deceased' and the date of death next to the taxpayer's name at the top of the return.

If you file a return and claim a refund that is owed to a deceased taxpayer, you are certifying under penalty of perjury that you are entitled to the refund as the deceased's surviving relative or sole beneficiary under the provisions of the California Probate Code or you are the legal representative of the deceased taxpayer's estate.

When filing the return you must also attach a copy of federal Form 1310, Statement of Person Claiming Refund Due a Deceased Taxpayer,

Use the SAME form as you used for federal tax purposes.

Let me know if you need any help.

Lev
Lev, Tax Advisor
Category: Tax
Satisfied Customers: 32,740
Experience: Taxes, Immigration, Labor Relations
Verified
Lev and 87 other Tax Specialists are ready to help you
Ask your own question now
Customer reply replied 1 month ago
Do I write personal representative after my name when I sign, like I did on the federal?

Yes - sign the SAME way as you did for federal

and you will use SAME form 1310 as you used for federal tax return.

Ask Your Own Tax Question
Customer reply replied 1 month ago
Thanks very much
Was this answer helpful?
Ask Lev Your Own Question
Lev
Lev
Lev, Tax Advisor
Category: Tax
Satisfied Customers: 32,740
32,740 Satisfied Customers
Experience: Taxes, Immigration, Labor Relations

Lev is online now

A new question is answered every 9 seconds

How JustAnswer works:

  • Ask an ExpertExperts are full of valuable knowledge and are ready to help with any question. Credentials confirmed by a Fortune 500 verification firm.
  • Get a Professional AnswerVia email, text message, or notification as you wait on our site. Ask follow up questions if you need to.
  • 100% Satisfaction GuaranteeRate the answer you receive.

JustAnswer in the News:

Ask-a-doc Web sites: If you've got a quick question, you can try to get an answer from sites that say they have various specialists on hand to give quick answers... Justanswer.com.
JustAnswer.com...has seen a spike since October in legal questions from readers about layoffs, unemployment and severance.
Web sites like justanswer.com/legal
...leave nothing to chance.
Traffic on JustAnswer rose 14 percent...and had nearly 400,000 page views in 30 days...inquiries related to stress, high blood pressure, drinking and heart pain jumped 33 percent.
Tory Johnson, GMA Workplace Contributor, discusses work-from-home jobs, such as JustAnswer in which verified Experts answer people’s questions.
I will tell you that...the things you have to go through to be an Expert are quite rigorous.

What Customers are Saying:

I really was impressed with the prompt response. Your expert was not only a tax expert, but a people expert!!! Her genuine and caring attitude came across in her response...

T.G.WMatteson, IL

I WON!!! I just wanted you to know that your original answer gave me the courage and confidence to go into yesterday's audit ready to fight.

BonnieChesnee, SC

Great service. Answered my complex tax question in detail and provided a lot of additional useful information for my specific situation.

JohnMinneapolis, MN

Excellent information, very quick reply. The experts really take the time to address your questions, it is well worth the fee, for the peace of mind they can provide you with.

OrvilleHesperia, California

Wonderful service, prompt, efficient, and accurate. Couldn't have asked for more. I cannot thank you enough for your help.

Mary C.Freshfield, Liverpool, UK

This expert is wonderful. They truly know what they are talking about, and they actually care about you. They really helped put my nerves at ease. Thank you so much!!!!

AlexLos Angeles, CA

Thank you for all your help. It is nice to know that this service is here for people like myself, who need answers fast and are not sure who to consult.

GPHesperia, CA

< Previous | Next >

Meet the Experts:

Wallstreet Esq.

Wallstreet Esq.

Tax Attorney

586 satisfied customers

10 years experience

Mark D

Mark D

Enrolled Agent

1,338 satisfied customers

MBA, EA, Specializing in Business and Individual Tax Returns and Issues

Richard

Richard

Tax Attorney

4,451 satisfied customers

29 years of experience as a tax, real estate, and business attorney.

PhillipsEsq.

PhillipsEsq.

Attorney-at-Law

56 satisfied customers

B.A., M.B.A, J.D.

Robin D.

Robin D.

Senior Tax Advisor 4

15,124 satisfied customers

15years with H & R Block. Divisional leader, Instructor

Megan C

Megan C

Certified Public Accountant (CPA)

8,655 satisfied customers

Licensed CPA, CFE, CMA, CGMA who teaches accounting courses at Master's Level

jgordosea

jgordosea

Enrolled Agent

2,885 satisfied customers

I've prepared all types of taxes since 1987.

< Previous | Next >

Related Tax Questions
I filed my federal tax the end of February but still have
I filed my federal tax the end of February but still have not taken the money out of my accout … read more
Lev
Lev
Tax Advisor
32,740 satisfied customers
If there is no federal tax liability in 2016 because there
If there is no federal tax liability in 2016 because there was no income in 2016, what is the minimum estimated tax that needs to be sent with the extension for 2017 to avoid a penalty?… read more
abci168
abci168
Principal
27 satisfied customers
I'm on Federal Disability, on my Federal Tax forms there are
I'm on Federal Disability, on my Federal Tax forms there are special provisions for this income. How do I handle it on my California State Income tax filling Married Joint? … read more
emc011075
emc011075
Senior Tax Specialist
Bachelor's Degree
16 satisfied customers
Question regarding my 2017 federal tax return what can i
Hello Question regarding my 2017 federal tax return what can i deduct from my refinance with cash out for home improvement… read more
Shan-Nel Simmons
Shan-Nel Simmons
Tax Professional/Owner
Master\u0027s Degree
43 satisfied customers
We lived in France in 2008- 2013 filed federal taxes and
We lived in France in 2008- 2013 filed federal taxes and were refunded full amount as we were out of the country more than the required 330 days. The last w2 we filed had a Alabama address ( my wifes … read more
Barbara
Barbara
Enrolled Agent, Paralegal
4,962 satisfied customers
I filed my return yesterday, 4/10. I owe federal tax of
Hi, I filed my return yesterday, 4/10. I owe federal tax of $8000. I would like to pay $2000 today on my credit card and the balance next week when I close on the sale of my house. Will the IRS give m… read more
Richard
Richard
Tax Attorney
Doctoral Degree
4,451 satisfied customers
On line 17, Form 1120 ,C Corp Federal Tax return are state
On line 17, Form 1120 ,C Corp Federal Tax return are state corporate income taxes deductible.If I am doing my Federal C Corp returns for 2017 are the state corporate income taxes due but not paid yet … read more
Barbara
Barbara
Enrolled Agent, Paralegal
4,962 satisfied customers
I filed my state and federal taxes electronically and then
I filed my state and federal taxes electronically and then realized that I accidentally omitted something that significantly changes my refund from the federal and my payment to the state. I need to f… read more
Barbara
Barbara
Enrolled Agent, Paralegal
4,962 satisfied customers
State and federal tax question. My wife creates jewelry at
State and federal tax question. My wife creates jewelry at home to sell. She sells it online and to the general public. She sells it to individuals and at events. She does pay N.C. state tax quarterly… read more
Barbara
Barbara
Enrolled Agent, Paralegal
4,962 satisfied customers
My wife and I filed separate federal and state returns
My wife and I filed separate federal and state returns because she was living and working in Illinois (separate property state) and could be considered a non-resident due to the safe harbor rule. She … read more
Dr Arthur Rubin
Dr Arthur Rubin
Doctoral Degree
24 satisfied customers
How do I get my 2017 federal tax return in pdf form for my
how do I get my 2017 federal tax return in pdf form for my lawyer … read more
Lev
Lev
Tax Advisor
32,740 satisfied customers
Ready to mail off printed TurboTax 2017 Federal Tax Return
Ready to mail off printed TurboTax 2017 Federal Tax Return and instructions on what to mail state "Attach first copy or Copy B of Form(s) 1099 to the front of your Form 1040." I'm confused on what for… read more
Barbara
Barbara
Enrolled Agent, Paralegal
4,962 satisfied customers
My Federal tax return was rejected because of EIN number for
My Federal tax return was rejected because of EIN number for my employer. How do I correct this error?… read more
Barbara
Barbara
Enrolled Agent, Paralegal
4,962 satisfied customers
I entered the federal tax withholding as my state tax
I entered the federal tax withholding as my state tax withholding. I discovered my error after I received my refund check. I actually owe $178. How do I send back the refund money? … read more
Barbara
Barbara
Enrolled Agent, Paralegal
4,962 satisfied customers
Are there federal tax credits for installing a new furnace,
Are there federal tax credits for installing a new furnace, A/C system and attic and wall insulation? … read more
Lev
Lev
Tax Advisor
32,740 satisfied customers
Mineesota Stae and Federal tax question on forms, mortgage
Mineesota Stae and Federal tax question on forms, mortgage interest, cell phone for on is used and required for work. 2 people who bought a home together in 2017, not married and both filed EZ forms l… read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
15,124 satisfied customers
Missing federal tax forms. About 2 weeks. Who can i
missing federal tax forms JA: I'll do all I can to help. How long have you been dealing with this? Customer: about 2 weeks JA: Do you plan on doing the work yourself? Customer: no JA: Anything else we… read more
abci168
abci168
Principal
27 satisfied customers
I received email stating that our 2017 federal tax return
I received email stating that our 2017 federal tax return prepared via TurboTax had been completed and filed and accepted by the IRS but no refund amount was stated therefore current refund amount and… read more
Barbara
Barbara
Enrolled Agent, Paralegal
4,962 satisfied customers
Disclaimer: Information in questions, answers, and other posts on this site ("Posts") comes from individual users, not JustAnswer; JustAnswer is not responsible for Posts. Posts are for general information, are not intended to substitute for informed professional advice (medical, legal, veterinary, financial, etc.), or to establish a professional-client relationship. The site and services are provided "as is" with no warranty or representations by JustAnswer regarding the qualifications of Experts. To see what credentials have been verified by a third-party service, please click on the "Verified" symbol in some Experts' profiles. JustAnswer is not intended or designed for EMERGENCY questions which should be directed immediately by telephone or in-person to qualified professionals.

Disclaimer: Information in questions, answers, and other posts on this site ("Posts") comes from individual users, not JustAnswer; JustAnswer is not responsible for Posts. Posts are for general information, are not intended to substitute for informed professional advice (medical, legal, veterinary, financial, etc.), or to establish a professional-client relationship. The site and services are provided "as is" with no warranty or representations by JustAnswer regarding the qualifications of Experts. To see what credentials have been verified by a third-party service, please click on the "Verified" symbol in some Experts' profiles. JustAnswer is not intended or designed for EMERGENCY questions which should be directed immediately by telephone or in-person to qualified professionals.

Show MoreShow Less

Ask Your Question

x