Warren

Thanks muchly for your help, appreciated.

To be clear: 1) submit the return for 2021 using the 2021 software as per normal 2) submit a 2nd return (the Final Return) using 2021 software after the first has been submitted, received & accepted. As an aside the individual was in the lowest tax rate & has not been required to pay taxes for a number of years, and in fact receives a refund. If after the final return has been submitted & accepted would it be reasonable to request the gov't clearance this year rather than in 2023?

If a person dies in Jan 2022, before the 2021 return is filed can the 2021 return include all the information from Jan 2022 or must a return be filed for the 2021 year and another be filed in 2023 for the 1 month in 2022?