Tax Professional Tip #13 – Filing for Deceased Taxpayers

When a client or their family member passes away, it can change their tax filing situation and needs.

The Minnesota Department of Revenue has many resources to help you file for deceased taxpayers.

Guidance for filing final returns for a deceased client or family member:
If a client died during active service in the armed forces, they may qualify for tax relief. For details, visit our Tax Relief for Deceased Active-Duty Military page.
If a client is claiming a refund on behalf of a deceased taxpayer, they must complete Form M23, Claim for a Refund for a Deceased Taxpayer.
New! Beginning with tax year 2024, the rent credit for a deceased taxpayer may now be claimed by someone other than their spouse or dependent. This is valuable information to share with your clients.

Questions?

If you	Then
Need help with your clients’ accounts and have power of attorney on file with us	Contact the appropriate tax division
Have questions about tax law changes	Email our Tax Law Changes Team
Have general individual income tax questions, need time-sensitive assistance, or have feedback or an idea for a tax pro tip	Email our Tax Pro Outreach Team, or call 651-556-6606
NEW! Have general withholding tax questions	Email our Withholding Tax Outreach Team, or call 651-556-3180
NEW! Have general business income tax questions	Email our Business Income Tax Outreach Team

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