My wife and I are CA residents. My father-in-law, who lived in NH, died in Nov 2007. He had not filed any tax returns for several years as his only income was Social Security. He had a trust that named my wife, so there is no probate issue. My question is whether we can claim for the stimulus, and if so, how to do it, i.e., file a return in his name, or my wife as executor of his estate, or what?
As long as he had $3,000 of SS benefits in 2007 the estate will get a $300 stimulus payment. See the 1040 instructions for detail about how to file a decedent's return and what documentation to attach.
His estate is eligible for a $300 stimulus rebate. Complete a Form 1040A as shown in the linked example:
John Q Decd Doe c/o Mary T. Adams, Exec.
Condor
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