topic How to file an amended return for a deceased individual. in After you file

How to file an amended return for a deceased individual.

Mike_in_LA — Fri, 31 May 2019 23:59:17 GMT

The following is from the IRS instructions for Form 1040X...

rjs — Fri, 31 May 2019 23:59:18 GMT

The following is from the IRS instructions for Form 1040X, page 3.

Deceased taxpayer. If filing Form 1040X for a deceased taxpayer, enter “Deceased,” the deceased taxpayer's name, and the date of death across the top of Form 1040X, page 1.

If you are filing a joint return as a surviving spouse, enter “Filing as surviving spouse” in the area where you sign the return. If someone else is the personal representative, he or she must also sign.

Claiming a refund for a deceased taxpayer. If you are filing a joint return as a surviving spouse, you only need to file Form 1040X to claim the refund. If you are a court-appointed personal representative or any other person claiming the refund, file Form 1040X and attach Form 1310, Statement of Person Claiming Refund Due a Deceased Taxpayer, and any other information required by its instructions. For more details, see Pub. 559, Survivors, Executors, and Administrators.

If I am acting as Trustee and filing 1040X for my decease...

stempic — Fri, 31 May 2019 23:59:20 GMT

If I am acting as Trustee and filing 1040X for my deceased mother (no surviving spouse), where do I sign and what information do I need to included? Do I just put my name? or do I need to state that I am trustee? I am not a court appointed personal representative as my mother had a revocable living trust set up.

Re: If I am acting as Trustee and filing 1040X for my decease...

Joeyonas1 — Tue, 23 Feb 2021 17:50:42 GMT

I want to file amended return for deceased sister.I am the administrator of estate. Do I send in death certificate, letter of administration and file with new address?

Re: If I am acting as Trustee and filing 1040X for my decease...

CarissaM — Tue, 23 Feb 2021 19:31:05 GMT

If you are filing the amended return, you can follow the instructions here. Be sure to mark the box in the personal information you are filing on behalf of a deceased individual.

When you file the amended return, it will provide you all the instructions with what you need to send in (if anything).