How do I do a third party designee?

megaritzmom — Sat, 12 Apr 2025 22:43:05 GMT

I need to do a third party designee as myself since I'm filing the return for my deceased father. I tried to go into Forms mode, but nothing works in Forms Mode. Everything is grayed out. Also, how do I sign the form? Do I sign my name and add , executor, trustee, fiduciary? Do I need to include the trust document and the death certificate and the Form 56 fiduciary and the will?

Re: How do I do a third party designee?

MonikaK1 — Sun, 13 Apr 2025 00:27:24 GMT

You should be able to complete the information needed in step by step/ easy step mode in TurboTax.

Please see this TurboTax tips article and this help article for more details regarding filing a return for a deceased person. In the Personal info section of TurboTax, a question appears asking if the person for whom the return is being filed has died.

Upon the death of a taxpayer, a new taxpaying entity—the taxpayer's estate—is born to make sure no taxable income falls through the cracks. Generally, income is taxed either:

on the taxpayer's final return (Form 1040),
on the return of the beneficiary who acquires the right to receive the income, or
on the estate's or a trust's income tax return, if the estate or trust receives $600 or more of income (Form 1041).

If a Form 1041 is needed because the deceased's estate or trust receives income of $600 or more (such as from assets not yet distributed), you would need TurboTax Business to prepare that return.

The filing of the deceased taxpayer's final return usually falls to the executor or administrator of the estate, but if neither is named, then the task needs to be taken over by a survivor of the deceased. The final return is filed on the same form that would have been used if the taxpayer were still alive, but "Deceased:" is written at the top of the return followed by the person's name and the date of death. The deadline to file a final return is the tax filing deadline of the year following the taxpayer's death.

You can prepare your father's final return in TurboTax and, if a refund is due, there's one more step. You (the preparer of the return) should also complete and file with the final return a copy of Form 1310, Statement of Person Claiming Refund Due a Deceased Taxpayer. See this help article for more information. You can enter his name on the payment agreement on his behalf.

Please also see IRS Topic No. 356 - Decedents.

I am sorry for your loss.

topic Re: How do I do a third party designee? in Get your taxes done using TurboTax

How do I do a third party designee?

Re: How do I do a third party designee?