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Reply to "Family member death - Tax Filing and Retirement Accounts"
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[quote=Anonymous][quote=Anonymous]Did your relative die this year (2023)? If so, I don't think you have to worry about tax returns until next year. I agree with calling the holder of the brokerage accounts, but don't expect it to be just one phone call. Expect for it to take several months. Good luck, and sorry for your loss.[/quote] You have to file his 2022 1040 and then a final 2023 1040.[/quote]
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