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Retirement tax questions
@rcohen-citrincoo To clarify just a little bit more---you can use TurboTax to prepare a 2024 return for your MIL, but nowhere on the return will it show your name or information as the preparer of the return. In fact, it will say "Self-Prepared." TurboTax is not licensed for use by paid preparers. If you e-file the return, it will be "signed" electronically when you enter her 2023 AGI. There will be no physical signature on the return at all unless you decide to file it by mail, in which case your MIL will need to sign and date it in ink herself.
**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
‎August 19, 2024
1:23 PM