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Level 1

My mother passed away end of March 2016. As the executor, I am attempting to file her 2015 taxes now. Do I need to file for an extension? Can I e-file her tax return?

 
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Level 20

My mother passed away end of March 2016. As the executor, I am attempting to file her 2015 taxes now. Do I need to file for an extension? Can I e-file her tax return?

It is too late to file for any extensions ... just file the 2015 return asap. And next Jan you will need to also file a final personal return for the 2016 tax year and possibly an estate return as well.


Yes, the IRS will allows tax returns for deceased taxpayers (also called decedent returns) to be e-filed.

Before you file a decedent return:

1.   Make sure the Social Security Administration has been notified of the taxpayer's death. You can either go to their website or call 1-800-772-1213.

2.   To prevent an e-filing rejection, follow the instructions at this article that apply to the return.

Many (but not all) states allow decedent tax returns to be e-filed as well. We'll let you know when you get ready to e-file the state return.

Related Information:

·         E-file rejection errors IND-018 and IND-019: In Care Of Name required for deceased taxpayer


How to efile for a person who is deceased
https://ttlc.intuit.com/questions/1899441-can-i-e-file-a-tax-return-for-someone-who-is-deceased 

You might need form 1310 to claim a refund for a deceased taxpayer
https://ttlc.intuit.com/questions/1899320-form-1310-statement-of-person-claiming-refund-due-a-deceas... 


https://ttlc.intuit.com/replies/4229220

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Level 19

My mother passed away end of March 2016. As the executor, I am attempting to file her 2015 taxes now. Do I need to file for an extension? Can I e-file her tax return?

If your tax return is due a refund,  you would not be able to e-File since Form 1310 requires that your Executor Letters Testamentary be filed with the return. I don't think TurboTAX would support such an attachment.

Also the article referenced would apply only to a spouse filing, not a personal representative.

Level 20

My mother passed away end of March 2016. As the executor, I am attempting to file her 2015 taxes now. Do I need to file for an extension? Can I e-file her tax return?

I agree with fanfare.

To be in compliance with IRS rules, a personal representative (other than spouse) must sign the return with their own name as personal representative.    This can only be done on paper with a pen as there is no way to sign am efiled return that way.

See IRS pub 559 page 4 for information. ( Publication 559 (2015), Survivors, Executors, and Administrators)
<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>

You might want to review that pub for more information.