Bereavement of a loved one is a difficult and emotional period. Unfortunately, even while mourning, there’s the pragmatic issue of managing their money, which includes paying taxes. This list will walk you through the procedures and things to think about when filing taxes for a loved one who has passed away, even if it may feel overwhelming.

1. Notify Relevant Authorities

Notifying state tax authorities and the Internal Revenue Service (IRS) of the person’s passing is the first step. Make contact with your state tax department and the IRS at 1-800-829-1040 to accomplish this. By doing this, you can be sure that you’re in compliance and avoid any more issues.

2. Gather All Documents Needed

To file the tax return appropriately, you’ll need certain documentation. Gather the W-2 forms, 1099s, and any other income-related paperwork from the deceased. If copies aren’t easily accessible, get in touch with your company, bank, or financial institution.

3. Determine what the Filing Status is

The marital status of the deceased at the time of death determines their filing status. The options include “Single,” “Married Filing Jointly,” or even “Qualifying Widow(er) with Dependent Child.” Choose the appropriate one and consider how it will affect tax rates and deductions.

4. File the Final Return

For the deceased, the last return needs to be submitted. Usually, the deadline is April 15, but if necessary, you can ask for an extension. Please use Form 1040 to file the return, and be sure to note that it is the “final return.”

5. Consider Estate Taxes

There may be instances where estate taxes are relevant. Both federal and state inheritance taxes apply to estates valued above a specific level. To find out if this applies to you and how to manage it, speak with a tax expert.

6. Claiming Deductions and Credits

There can be possible credits and deductions even after the death of a loved one. For instance, you may be able to deduct medical costs that you have already paid for this year. You might also be eligible to deduct charitable contributions made by the deceased. For comprehensive details on credits and deductions, see IRS Publication 559.