First of all, from our Beem team to your family, we are very sorry for the loss of your loved one. While e-filing for deceased individuals is not supported by the Beem app, we wanted to provide some helpful information for this process. For coverage details and other important legal information about Filer, you can read more here.
Who can file the return?
According to the IRS, if someone dies, their surviving spouse or representative files the deceased person's final tax return. The surviving spouse or representative will indicate that the person has passed away on the final tax return. There is typically no additional notification of the death required by the IRS.
What documents should be included?
Non-court appointed representatives must comprise Form 1310, Statement of Person Claiming Refund Due a Deceased Taxpayer in order to get a refund. However, this form does not need to be filled out by surviving spouses or representatives chosen by the court.
The death certificate or any other form of death proof is not required by the IRS, though there may be documentation required at the state level.
This content is provided for informational purposes only and should not be construed as tax, legal, financial, accounting, or other advice. Rules and regulations vary by location and are subject to change, so please consult with an expert if you need advice specific to you.
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