Terminal and estate income tax returns: what executors coordinate with accountants
Executors are not expected to be tax experts, but they must enable filings: gather slips, authorise representatives, and pay taxes from estate cash before final distributions.
Multiple returns may be needed—terminal personal returns, rights-and-things elections in some cases, and later T3 trust returns if the estate earns income while open.
Beneficiaries should not pressure for large advances if CRA clearance is still uncertain.
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