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_rmar(Newbie)Newbie
27 Jan 2021

Deceaseds' House sold more than 3 years after death. No Capital Gains,( due to Sale less than Cost Base), No Income from Vacant Home, Was a full Pensioner ,

No Tax Return needed to be Lodged whilst a Pensioner.

Question - Which would be appropriate Tax Lodgement Form from Trustee of the Estate?

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847 views
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BlakeATO(Community Support)Community Support
1 Feb 2021

Hi @rmar,

You can view the information on our website in relation to obligations of the executor or beneficiary of a deceased estate.

Generally, a date of death return will need to be lodged against the individual account. If any assets are held, a deceased estate trust return may be required, too.

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Most helpful reply

BlakeATO(Community Support)Community Support
1 Feb 2021

Hi @rmar,

You can view the information on our website in relation to obligations of the executor or beneficiary of a deceased estate.

Generally, a date of death return will need to be lodged against the individual account. If any assets are held, a deceased estate trust return may be required, too.

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