IT38

Finpat

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Myself and my sibling are the beneficiaries of my mother's estate which includes a house and bank accounts only. My mother died in Sep 2021 so my return is due before 31 Oct 2022.
I believe I fulfill the criteria for the IT38 short however when I log onto Revenue ( myaccount) it only offers me the long form?
1. How can I access the short form online or us that a paperone only?
2 On the SA2 form, the solicitor put in estimated figures for at least one of the bank accounts ( over estimated) so can I enter the corrected lower amt on the form?
3.As I was in receipt of 50% of this estate I'm assuming I enter only the figures related to me directly?
4. In terms of the bills in relation to the house, we shared these expenses. Do I enter the half costs paid by me and will I need to produce paper receipts for these?
5.In the section Liabilities it states liabilities not attributable to a property. What does that mean?

Sorry for all the questions. Appreciate any help.
 
Get proper professional advice unless you know exactly what you're doing. Especially on the overestimated bank account figure. How on earth the solicitor and executor saw fit to do this is beyond me.
 
A funny glitch on the online IT38 application (or more likely a silly mistake by myself)

The first panel asks for the period the asset was inherited 2020 or 2021 etc
The next question is to enter "ppsn of beneficiary "
I enter my own ppsn as I am the beneficiary (but I am filing my own IT38 which already has my ppsn)
Then I get an error message as if to say that some other ppsn should be entered. Can't figure this out !!
 
A funny glitch on the online IT38 application (or more likely a silly mistake by myself)

The first panel asks for the period the asset was inherited 2020 or 2021 etc
The next question is to enter "ppsn of beneficiary "
I enter my own ppsn as I am the beneficiary (but I am filing my own IT38 which already has my ppsn)
Then I get an error message as if to say that some other ppsn should be entered. Can't figure this out !!
Sounds like you're entering the same PPSN for disponer and beneficiary?
 
The first PPS is the PPS of the beneficiary, the second is the PPS of the disponer

the paper form has 1666196078315.png
 
Thats great @jpd , thanks for your help.
Another related question, when completing the online form 11 there is a panel "Chargeable Assets Acquired in 2021"
If I inherited a some property do I also have to include it in this section even though I didn't purchase but inherited it and the IT38 return has accounted for it?
Also if I purchased a "Residential Premises" but this is the house Im living in not an investment property do I need to include this here?
 
In theory, yes but this panel is often not filled in by taxpayers

It would be wise to keep a full paper record of the acquisitions so that when future capital gains/losses on disposal are reported, they can be justified
 
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