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.

Signing for deceased

My mother passed away Feb 2018. I'm in the process on preparing her 2017 return. Previously I signed her returns as POA, but, I'm told I can't sign as POA now. I am a trustee on her trust. How do I sign her return now and what supporting documentation would I need to provide, if any?

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.

1 Reply
jtax
Level 10

Signing for deceased

Sorry for your loss. 

These are the IRS instructions. See if they answer your question. 

Signature. If a personal representative has been appointed, that person must sign the return. If it is a joint return, the surviving spouse also must sign it. If no personal representative has been appointed, the surviving spouse (on a joint return) signs the return and writes in the signature area “Filing as surviving spouse.” If no personal representative has been appointed and if there is no surviving spouse, the person in charge of the decedent's property must file and sign the return as “personal representative.

https://www.irs.gov/pub/irs-pdf/p559.pdf page 4


You are correct you cannot sign with a power of attorney. The power of attorney is terminated upon the death of a the principal. After death financial transactions are handled by a successor trustee (in the case of a trust) or an executor (if there is a probate estate). In some cases an interested individual can do certain things. You should probably consult with an attorney (estate) in your mother's state to see what you need to do to about her estate/trust. (I'd start with the attorney who drafted her trust). But that is separate from filing her 2017 return.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question