CRD 3 yr income pick up, dies in 2021 | Ed Slott and Company, LLC

CRD 3 yr income pick up, dies in 2021

What happens when a taxpayer does a CRD, with a three year income pick up, and then dies in 2021.
Does the estate pick up the income for 2022?

No. The remaining unreported income must be reported on the decedent's final tax return for the year of death (2021). Those taxes would then be paid from estate funds or by surviving spouse, if any.


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