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cindyrr
New Member

How do I sign as the preparer of My deceased mother's return? I am filing her return. I can't figure out how to put my name in as the signatory on her return.

 
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4 Replies
AliciaP1
Expert Alumni

How do I sign as the preparer of My deceased mother's return? I am filing her return. I can't figure out how to put my name in as the signatory on her return.

Be sure you have marked the correct answer on the My Info screen to let TurboTax know you are filing for a deceased taxpayer.

 

To do this in TurboTax Online you can follow these steps:

  1. Within the tax return click on My Info in the black menu bar on the left
  2. Click Edit for your mother's information
  3. Scroll down to I'm preparing this return for Taxpayer, who has passed away, click Yes and enter the date she passed away.

I am sorry for your loss!

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JudyKT
New Member

How do I sign as the preparer of My deceased mother's return? I am filing her return. I can't figure out how to put my name in as the signatory on her return.

I don't see where #3 is.  You said:

 

3.  Scroll down to I'm preparing this return for Taxpayer, who has passed away, click Yes and enter the date she passed away.

 

Can you help me locate it? I am filing my parent's last tax return for 2023.

 

Thank you.

 

Cynthiad66
Expert Alumni

How do I sign as the preparer of My deceased mother's return? I am filing her return. I can't figure out how to put my name in as the signatory on her return.

You enter all of the information regarding the deceased in the MY Info section (left side of the screen in Tax Home) of the return.  On the Personal Information screen scroll down to see information in Exhibit 2.

 

Exhibit 1

 

Exhibit 2 (when you click yes, you will see the date information)

 

 

 Please watch this video:  How to File A Return of a Deceased Person

@JudyKT 

 

[Edited 2/5/2024 | 10:45AM PST

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How do I sign as the preparer of My deceased mother's return? I am filing her return. I can't figure out how to put my name in as the signatory on her return.

In  many cases you will have to file on paper.

Sign on "Your signature" line with "<your name> as personal representative"

or "<your name> as executor"

whichever applies.

 

@cindyrr 

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