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New Member
posted Jan 24, 2025 6:17:57 AM

if a person is deceased does the person doing the taxes sign their name on the consent to disclose

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2 Replies
Level 15
Jan 24, 2025 6:21:47 AM
Expert Alumni
Jan 30, 2025 8:05:30 AM

Per IRS:

  • Any appointed representative must sign the return. If it's a joint return, the surviving spouse must also sign it.
  • If there isn't an appointed representative, the surviving spouse filing a joint return should sign the return and write in the signature area, "filing as surviving spouse."
  • If there's no appointed representative and no surviving spouse, the person in charge of the deceased person's property must file and sign the return as "personal representative."

 

You'll file a normal federal and state tax return for the deceased person based on their income and deductions until the date of their death. 

In the personal Info section:

  1. Select Edit next to the Taxpayer's name
  2. Continue to the screen Do Any Of These Apply To xxx?
  3. Check the box Passed away before filing Tax return.

 

If the tax return for the decedent has a refund, you’ll need to complete Form 1310 - Statement of Person Claiming a Refund Due a Deceased Taxpayer. It can be completed in TurboTax.