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Entering my birth date as an e-file signature for a deceased person's return lowers the refund considerably
I'm doing a return for my mom who passed away in 2024 and I'm trying to e-file the return. I've already mailed in form 1310 with the court document naming me executor. When I'm prompted to enter my date of birth to "sign" the return for e-filing the refund lowers by several hundred dollars. If I use my mom's date of birth, which was auto-filled when I got to this page, the refund goes back up. I'm using the desktop premier version of the app. Other pertinent details may be my mom was in her 80s and her income was mostly social security and distributions from her IRA. I don't think my age should affect the refund just because I'm filing her return, should it?
‎April 7, 2025
11:04 AM