Individuals dealing with the tax affairs of a deceased loved one can take specific measures to avoid extended delays in receiving tax refunds. Wall Street Journal (Markets) posted on X, highlighting the importance of understanding the necessary procedures to ensure a smooth process.
Firstly, it is crucial to file the final tax return for the deceased promptly. This involves gathering all relevant documents, such as income statements and previous tax returns, to accurately complete the filing. Additionally, obtaining a certified copy of the death certificate is essential, as it must be submitted with the tax return.
Another important step is to ensure that the tax return is signed by the executor or the person responsible for managing the deceased's estate. This signature is necessary to validate the filing and authorize any refunds due.
Furthermore, if the deceased was married, the surviving spouse might need to file a joint return, which could simplify the process and potentially expedite the refund.
By following these steps, individuals can help minimize delays and ensure that any tax refunds owed to a deceased loved one are processed efficiently.