Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Level 2
posted Mar 13, 2022 6:24:07 PM

Deceased Address Question

The forum seems to recommend a surving family member use their address when filing the final return for a deceased family member.  Apparently this causes the deceased's address to be updated so future correspondance will go to the address of the survivor, otherwise correspondence would go to the deceased's address which may not be valid down the road.   It's okay to do this?

0 6 504
6 Replies
Level 15
Mar 14, 2022 9:50:22 AM

If a joint return the surviving spouse should be the first name. If otherwise filing for a deceased person the deceased name only is the taxpayer and the box is checked that the taxpayer is deceased.  The address used should always be the one that you want the IRS to use to communicate with whoever is submitting the return. 

Level 2
Mar 14, 2022 12:19:52 PM

So both the name and address of the survivor/representative should be included or just address?

Level 15
Mar 14, 2022 12:45:22 PM

You print the return and sign in ink with your name as personal representative and attach a copy of the document appointing you as executor.  I suggest that you mail with return receipt of other tracking.

Level 2
Mar 14, 2022 1:18:14 PM

Got it, so the signature is the 'name', no need to include in the address.

Level 15
Mar 14, 2022 1:29:53 PM

Following the instructions previously given will work. 

Level 2
Mar 14, 2022 1:52:41 PM

Understood, thanks.