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Completing my deceased mother's return, Do I "Sign Here" or do I leave that blank? Do I sign at "Preparer's Signature" or leave that blank, as I am not a "Paid Preparer"?

 
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DianeW777
Expert Alumni

Completing my deceased mother's return, Do I "Sign Here" or do I leave that blank? Do I sign at "Preparer's Signature" or leave that blank, as I am not a "Paid Preparer"?

Yes, you sign your name as the beneficiary or executor in charge of the estate.  Do not sign the 'Paid Preparer' section since you are not a paid preparer.

  • Your first name, last name, as executor or beneficiary.

You are simply filing a return that is required on behalf of your mother.  If she has a refund coming you need to include Form 1310.

Who must file?

If you are claiming a refund on behalf of a deceased taxpayer, you must file Form 1310 if: 

• You are NOT a surviving spouse filing an original or amended joint return with the decedent; and 

• You are NOT a personal representative (defined later) filing, for the decedent, an original Form 1040, 1040-SR, 1040A, 1040EZ, 1040NR, or 1040-NR that has the court certificate showing your appointment attached.

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