This webinar will explore various issues relating to preparing final returns for deceased taxpayers, including early-filed returns. We'll review optional returns and discuss issues such as using the workchart "Income Tax Return for Deceased Persons" to select the type of return, as well as special calculations for such things as pension income splitting, net capital losses, donations, and medical expenses. We?ll also discuss legal representatives and accessing information for deceased clients.
Ideal for users new to preparing deceased returns as well as more experienced preparers that want to better understand how to use Personal Taxprep to complete the necessary returns.
Webinar attendees will be able to download a comprehensive handout covering the topic.
Attendees receive 1.5 hrs of PD credits.
This webinar is approximately 1.5 hours in length.