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New Member
posted Jun 3, 2021 7:08:18 PM

Filing for a deceased person. TurboTax prepared it in their name and with "self-prepared." Do I sign for the deceased or should this have my name instead?

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7 Replies
Level 15
Jun 3, 2021 7:36:11 PM

"Filing for a deceased person."

 

You probably failed to tell TurboTax what you are doing.

 

You will sign with "<your name > as personal rep"

Level 15
Jun 3, 2021 7:37:11 PM

You can sign your name as "personal representative" if you are the executor, administrator, or otherwise in charge of the deceased person's property.

New Member
Jun 3, 2021 7:39:51 PM

How do I 'tell' TurboTax so I can file electronically?

New Member
Jun 3, 2021 7:53:50 PM

Does that mean I have to physically sign and I cannot e-file? 

Level 15
Jun 3, 2021 8:07:13 PM

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.

Level 15
Jun 3, 2021 8:14:02 PM


@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

Level 15
Jun 4, 2021 6:31:51 AM


@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).