The first months
Handle any outstanding tax debts
If they owed back taxes, those debts get paid from the estate before distribution to heirs. Contact the IRS and any state tax authorities to settle up. The IRS has specific procedures for closing out a taxpayer's account after a death.
What you'll need
- Any IRS or state tax notices
Need help with this step?
Someone on our team can talk through this step with you, answer questions, and help you figure out what applies.
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