You'll need to sign in or create an account to connect with an expert.
"Filing for a deceased person."
You probably failed to tell TurboTax what you are doing.
You will sign with "<your name > as personal rep"
You can sign your name as "personal representative" if you are the executor, administrator, or otherwise in charge of the deceased person's property.
How do I 'tell' TurboTax so I can file electronically?
Does that mean I have to physically sign and I cannot e-file?
personal info:
check the box : filing for someone deceased.
You will get the proper annotations on Form 1040.
You can try to e-File.
Often it fails, especially with TurboTax.
Others have reported success using other tax prep software after failing with TurboTax.
@BoringUserName wrote:
Does that mean I have to physically sign and I cannot e-file?
Correct - you must sign with pen and ink on a paper return.
Suggest that you read IRS Pub 559 (Survivors, Executors, and Administrators) for a lot of good information about filing the final return and estate return and other requirements.
https://www.irs.gov/pub/irs-pdf/p559.pdf
@BoringUserName wrote:
Does that mean I have to physically sign and I cannot e-file?
You can typically e-file the federal return provided you are not claiming a refund (and need to include Form 1310).
Still have questions?
Make a postAsk questions and learn more about your taxes and finances.
kevin_ny_2003
Level 3
tax1dcc
New Member
bbeiler
New Member
maximgt
Level 2
Drake1cmd
New Member
Did the information on this page answer your question?
You have clicked a link to a site outside of the TurboTax Community. By clicking "Continue", you will leave the Community and be taken to that site instead.