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posted Jun 1, 2019 11:38:50 AM

I'm filing a return for my mom who passed away last year. What forms do I need to submit?

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2 Replies
Level 15
Jun 1, 2019 11:38:52 AM

Be sure to print and sign the return as  with YOUR name "Personal Representative" for your mothers name.   There is no way to sign a e-filed return properly for someone else.    If getting a refund, you might also need to attach a 1310 form (Statement of person claiming a refund for a deceased person.)

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.

<a rel="nofollow" target="_blank" href="https://www.irs.gov/pub/irs-pdf/p559.pdf">https://www.irs.gov/pub/irs-pdf/p559.pdf</a>

Level 1
Jun 1, 2019 11:38:54 AM

I am so sorry for your loss.

You need to file her form 1040 including her date of death and a state tax return (if she lived in a state with income tax).

For the estate, you need to file form 1041.

For more information about filing the taxes of deceased taxpayers, follow these links:

 Form 1041 Instructions

IRS on Deceased Taxpayer

E-file Deceased Tax Returns

 https://turbotax.intuit.com/tax-tips/family/death-in-the-family/L5albFXM4