My mother passed away in February 2023. She owed taxes for tax year 2022 and I was about to use TT to prepare her tax return as I have for many years. But she is deceased, so now she cannot sign. I don't know how to proceed.
It is NOT her FINAL tax return because I will also need to file a return in 2024 for tax year 2023 (that will be her final return).
Even though she has a will appointing me executor, almost all of her estate is in trust for which I am trustee. There won't be enough time to have a court appoint me the executor to meet the April 18, 2023 filing deadline for TY2022. I know I can file an extension, but would like to avoid that if I can.
Is there any way I can properly file her TY2022 federal tax return using TurboTax this year and sign for her? If so exactly how?
I also will need to know the answer for her New York state tax return for TY2022, but if you can answer either, please do.
I have always prepared her return and helped her file using TT in the past. The only difference this time is that she is unable to sign, so I will have to be able to sign for her. But don't know if that's possible with TurboTax at all or without being appointed executor. I saw something about being able to sign as "Personal Representative."
Any accurate information about this will be appreciated as time is running out.
Thank you.
