My Mom passed away December 30, 2025. I have entered all the data and am reviewing her final 1040 paperwork before e-filing.
I previously submitted an IRS Form 56 in person so that I can act on her behalf. They took a copy of the death certificate and certificate of trust.
When using turbotax I entered the info that triggered the "Deceased and date of death" entry into the 1040. And I entered my name as the "In Care Of" person to act on her behalf. But when reviewing her filing packet prior to hitting "send" I don't see anything on the paperwork where I am signing for her. In fact, the last thing being asked is for her to sign the return. Minh-T1 posted some useful info but following his thread was a dead end for me. I'm a little reluctant to submit a tax return as if I'm signing for a dead person, as the dead person. Seems like that would be a guaranteed audit flag, but TurboTax doesn't have a prompt saying "Chill, on the next page you will be signing on her behalf." It just keeps prompting me to work my way closer and closer to the abyss and before I know it I've filed as her.
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What you did was fine. You indicated on the return that the taxpayer was deceased so the IRS is not expecting her signature.
Okay - I sure wish Turbotax made this a bit clearer. I was sort of expecting they would ask me to enter info in the Third Party Designee block, but even after adding my name as directed in the interested party section, it still fails to populate that block. I have wasted three hours trying to figure out where in all of this e-paperwork they will know to contact me if there are any questions. Turbotax really could do a better job talking through this scenario.
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