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If I am filing taxes for a decedent and I am the administratrix, how do I sign the disclosure consent, since I am not the decedent that is named?

 
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Level 15

If I am filing taxes for a decedent and I am the administratrix, how do I sign the disclosure consent, since I am not the decedent that is named?

If the decedent is not due a refund, then you can e-file (or mail) the return without including or attaching a copy of the court certificate (or court order) appointing you as personal representative.

 

If the decedent is due a refund, then you can e-file the return and mail Form 1310 separately without including a copy of the court certificate (or court order) appointing you as personal representative. You can also print and mail the final return together with Form 1310 without attaching a copy of the court certificate (or court order) appointing you as personal representative.

 

Finally, if the decedent is due a refund, you can print and mail the final return together with a copy of the court certificate (or court order) appointing you as personal representative but without having to mail Form 1310.

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Highlighted
Level 15

If I am filing taxes for a decedent and I am the administratrix, how do I sign the disclosure consent, since I am not the decedent that is named?

Sign the return with your name as "personal representative."

 

See https://www.irs.gov/publications/p559#en_US_2019_publink1000201744

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Level 15

If I am filing taxes for a decedent and I am the administratrix, how do I sign the disclosure consent, since I am not the decedent that is named?

Be sure to include with  your mailing, a copy of the paperwork that gives you the legal right to sign as their representative too.

 

Highlighted
Level 15

If I am filing taxes for a decedent and I am the administratrix, how do I sign the disclosure consent, since I am not the decedent that is named?

If the decedent is not due a refund, then you can e-file (or mail) the return without including or attaching a copy of the court certificate (or court order) appointing you as personal representative.

 

If the decedent is due a refund, then you can e-file the return and mail Form 1310 separately without including a copy of the court certificate (or court order) appointing you as personal representative. You can also print and mail the final return together with Form 1310 without attaching a copy of the court certificate (or court order) appointing you as personal representative.

 

Finally, if the decedent is due a refund, you can print and mail the final return together with a copy of the court certificate (or court order) appointing you as personal representative but without having to mail Form 1310.

View solution in original post