JulieS
Expert Alumni

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Yes, since you are named as both the trustee and the executor in her will, you can act as the personal representative, even though you have not yet been court appointed.

 

The IRS defines a personal representative as,  "an executor, administrator, or anyone who is in charge of the decedent's property." 

 

A personal representative can file the decedent's tax return, pay tax due or receive a refund on behalf of the estate. 

 

In the section titled, Your personal info look for the question, "I'm preparing this return for a Taxpayer, who has passed away." Once you answer that Yes, you will be asked for the date.

After that, continue with the return in the regular way, entering income, deductions, etc.

If Form 1310 is required, you will be prompted to answer a few questions about that near the end of the interview. Form 1310 is used to provide information about your right to claim a refund on behalf of the decedent. 

Click here to learn more about being a personal representative.

 I am very sorry for your loss. Don't hesitate to reach out again if you have more questions.

 

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