Help regarding my mother’s estate/her passing

Forum|Forum|5 years ago
May 11, 2021
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Best answer by JotikaT2

Do you have a specific question you need help with? If so, please comment.

Here is some general information to help you get started with the filing requirements for your mom's tax filing.

What to file for a deceased taxpayer

You will need to file Form 56, Notice of Fiduciary Relationship with the IRS to let them know you are acting on behalf of the taxpayer.

What to file for a deceased taxpayer

If you need to obtain prior year tax information, please see the link below for more details from the IRS and how to request additional information.

Getting information from the IRS for a deceased person

Please see the following link for how to contact the IRS on behalf of someone else.

Contacting the IRS on behalf of someone else

You can complete the tax return for her. But be sure you have contacted the Social Security administration per the instructions in the link below before filing her return.

Assistance with filing a return for someone who has passed away

I am very sorry for your loss.

JotikaT2

Answer

Employee Tax Expert

Do you have a specific question you need help with? If so, please comment.

Here is some general information to help you get started with the filing requirements for your mom's tax filing.

What to file for a deceased taxpayer

You will need to file Form 56, Notice of Fiduciary Relationship with the IRS to let them know you are acting on behalf of the taxpayer.

What to file for a deceased taxpayer

If you need to obtain prior year tax information, please see the link below for more details from the IRS and how to request additional information.

Getting information from the IRS for a deceased person

Please see the following link for how to contact the IRS on behalf of someone else.

Contacting the IRS on behalf of someone else

You can complete the tax return for her. But be sure you have contacted the Social Security administration per the instructions in the link below before filing her return.

Assistance with filing a return for someone who has passed away

I am very sorry for your loss.

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M-MTax

Level 15

Answered in another thread........

That 1310 form is so the check will be made out to you as the executor instead of the estate of your mother. You should be able to endorse the check and deposit it into your mother's estate account no matter what so the form is sort of irrelevant.

You don't have to file a 1041 until the estate has income or gain and you can pick your tax year when filing the first return so you don't need to do anything until such time as the estate has income of $600 or more.