Notify the tax authority of the death as soon as possible
Gather the deceased person’s tax records, income statements, and prior returns
Identify the executor, administrator, or legal personal representative
File any final income tax return for the date of death period
Report all income earned up to the date of death
Claim eligible deductions, credits, and exemptions on the final return
File any required estate or trust tax returns
Pay any taxes owed from the estate’s assets
Check for refunds due to the deceased or the estate
Close or update tax accounts linked to the deceased person
Keep records of all filings, payments, and correspondence
Consult a tax professional or probate attorney if the estate is complex
Review local inheritance, estate, and property tax obligations
Distribute remaining assets only after tax debts are settled