After you file

@cristypannell 

Your facts are limited, however, based on those limited facts, I am assuming that the POA your dad has covers all aspects of financial matters?

If that is the case, while I haven't read the POA document (and do not attach a copy to this forum), I believe your dad would need to file form 56 instead of the form 2848.  This assumes that your dad has the fiduciary responsibility for your aunt.

Your aunt's SS# should go in the identifying box.  Leave the decedent's SS# box blank; assuming she is alive.

Section A line 1(c) would most likely be checked.

Section B line 3 you would check the "income" box.

Section B line 4 you would check the "1040" box.

I don't have sufficient details to provide any further guidance on the completion of the form for Part III.

 

*A reminder that posts in a forum such as this do not constitute tax advice.
Also keep in mind the date of replies, as tax law changes.