☰
✕
Sign In

Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Level 1
posted Mar 17, 2025 11:24:33 AM

How do I fill out a filing extension as Personal Representative for my late brother?

Hello - I am Personal Representative for my late brother, who passed away Aug 2 2024. Probate is in process. The Estate has an EIN.  The IRS already has a Form 56 on file for me. I need to file a request for extension for his 2024 taxes. He had minimal income - probably less than $50K during the tax year, but he also had missing 1040's for 2022 and 2023, so it's all a bit of a mess. 

Do I fill out the Extension request under my name (as PR) or his name, and if under his name, do I use his SSN or the Estate EIN? 

The IRS website (unless I missed it) isn't quite clear on this. 

Thanks in advance ! 

0 1 1952
1 Replies
Expert Alumni
Mar 17, 2025 11:37:26 AM

File the extension in his name and SSN since this relates to his final Form 1040. You can prepare and file it in TurboTax. If you file for an extension, include payment of any estimated taxes due, or make a payment to the IRS by the filing due date of April 15, 2025.

 

See this tax tips article for more information from TurboTax regarding extensions.

 

According to the IRS, a personal representative has three tax-related responsibilities:

 

  • Get an employer identification number for the estate. When you die, your Social Security number effectively dies with you. Your belongings pass to your estate, which needs an ID number of its own.
  • File all the necessary tax returns for the decedent and the estate.
  • Pay the taxes owed by the decedent and the estate. Representatives usually pay these taxes using the assets in the estate, not from their own money.

See this TurboTax tips article for more information.