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Filing Tax Return for a Decedent: Form 2848 vs. Form 56
I filed a 1040 Tax Return for my late father. The H&R Tax software instructed that I should include Form 2848 Power of Attorney. I did not! I think they are wrong because I filed Form 56. According to this it supersedes the 2848. Is that correct?
This broad authority is necessary when the taxpayer is unable to manage their own finances due to legal restrictions, such as in cases where a court-appointed executor manages an estate or a trustee oversees a trust. In this role, the fiduciary has a duty to act in the taxpayer’s best interests, ensuring that all financial matters are handled responsibly and in compliance with the law.
By contrast, IRS Form 2848 grants only limited authority and is specific to tax-related matters. This form gives an authorized representative, such as a tax professional or attorney, permission to act on behalf of the taxpayer in specific dealings with the IRS.”