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How do I file Federal return by mail for my deceased brother?

 
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IreneS
Intuit Alumni

How do I file Federal return by mail for my deceased brother?

I'm sorry for your loss.

Print out the return and sign your own name.  Write "Personal Representative" next to your signature.

When filing a return on behalf of a deceased person, unless you are the spouse, you must file additional documents:

  • If you’re the court-appointed executor, attach a copy of the court document that authorizes you to act. This may be called your “Letters Testamentary,” or something similar, depending on the state.
  • If a court hasn’t appointed you to represent the estate, file IRS Form 1310, Statement of Person Claiming Refund Due a Deceased Taxpayer, with the return.

For additional information, please see IRS Pub. 559 - Survivors, Executors, and Administrators


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