Filing a tax return on behalf of a deceased person

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This video walks you through situations you may encounter while handling taxes on behalf of a deceased person. This includes:
-What to do if you're a surviving spouse
-How to file the current year tax return
-How to learn about the decedent's tax history
-How to obtain a tax refund on behalf of the decedent, if applicable

You can go directly to the following IRS pages for more information:
File the final tax returns of a deceased person: https://www.irs.gov/individuals/file-...

Request deceased person's tax information:
https://www.irs.gov/individuals/reque...

If you’re looking for tutorials for other IRS Forms that you can file directly through the IRS website, check out our free fillable forms page: https://www.teachmepersonalfinance.co...

Here are links to articles we've written about other tax forms mentioned in this video:

IRS Form 56, Notice Concerning Fiduciary Relationship
Article: https://www.teachmepersonalfinance.co...
Video:    • IRS Form 56 Walkthrough (Notice of Fiducia...  

IRS Form 4506, Request for Copy of Tax Return
Article: https://www.teachmepersonalfinance.co...
Video:    • IRS Form 4506 walkthrough ARCHIVED COPY - ...  

IRS Form 4506-T, Request for Transcript of Tax Return
Article: https://www.teachmepersonalfinance.co...
Video:    • IRS Form 4506-T walkthrough (Request For T...  

IRS Form 8822, Change of Address
Article: https://www.teachmepersonalfinance.co...
Video:    • IRS Form 8822 walkthrough - ARCHIVED - REA...  

IRS Form 2848, Power of Attorney and Declaration of Representative
Article: https://www.teachmepersonalfinance.co...
Video:    • IRS Form 2848 walkthrough - ARCHIVED COPY ...  

IRS Form 1310, Statement of a Person Claiming Refund Due a Deceased Taxpayer
Article: https://www.teachmepersonalfinance.co...
Video:    • IRS Form 1310 walkthrough - ARCHIVED COPY ...