turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Filing a tax return as a conservator

I have POA for my mother, am I filing the return as a conservator?
Connect with an expert
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

3 Replies

Filing a tax return as a conservator

I'm so sorry for your loss!

There are several ways you can sign your mother's final return.

If you have been appointed by the courts, you can file as Executor or Administrator.

If you have not been appointed, you can sign "On behalf of the decedent" or "Personal Representative".

Please look at the two links below.  The first is especially important if you are claiming a refund on your mother's return.  Please look at the paragraph "Filing the Final Return".

https://turbotax.intuit.com/tax-tools/tax-tips/Family/Death-in-the-Family/INF12090.html

https://www.irs.gov/taxtopics/tc356.html





Filing a tax return as a conservator

I'm sorry, my mother is alive.  does the irs have a rule that her taxes must be filed by me or her court appointed conservator? The conservator did not file last year.

 

Filing a tax return as a conservator

my mother is alive.  She has a conservator through the court who did not file for her the last two years.  Should she file?

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies