Does a guardian need to file tax returns for a ward?

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A guardian is required to file tax returns for a ward when applicable, including situations where previously unpaid taxes exist. This requirement arises from the guardianship's responsibility to manage the ward's financial affairs and ensure compliance with legal obligations, including tax laws. If a ward has income or assets that necessitate filing a tax return, the guardian must take action to fulfill this obligation.

In cases where unpaid taxes exist from prior years, the guardian's duty extends to addressing these tax matters, as the ward may not have the capacity to manage or understand their financial responsibilities. Thus, the guardian plays a crucial role in protecting the ward's financial interests and ensuring they are not subjected to potential penalties from the IRS for failure to file.

The other choices do not accurately capture the full scope of a guardian's responsibilities regarding tax filings. For instance, simply stating that a ward does not need to file unless they request it overlooks the guardian's legal obligations. Similarly, arbitrary thresholds like asset values or limited filing frequency do not apply universally and can lead to neglecting the necessary protections for the ward's financial situation.

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