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When filing for a deceased taxpayer, does the person claiming refund ALSO sign on the 1040-SR last page where it says "Sign Here," where the deceased would have signed?
Or is this meant to be left blank since the deceased person is no longer living and the 1310 is the person filing?
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When filing for a deceased taxpayer, does the person claiming refund ALSO sign on the 1040-SR last page where it says "Sign Here," where the deceased would have signed?
See https://www.irs.gov/publications/p559#en_US_2022_publink1000201743
Signature.
If a personal representative has been appointed, that person must sign the return. If it is a joint return, the surviving spouse must also 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.”
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When filing for a deceased taxpayer, does the person claiming refund ALSO sign on the 1040-SR last page where it says "Sign Here," where the deceased would have signed?
The personal representative or executor must sign.
If it is a joint return, the spouse must also sign.
If there is no personal representative or executor
the spouse signs "as surviving spouse".
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When filing for a deceased taxpayer, does the person claiming refund ALSO sign on the 1040-SR last page where it says "Sign Here," where the deceased would have signed?
It is also a good idea to file Form 56 (prospectively).
See https://www.irs.gov/publications/p559#en_US_2022_publink1000201741
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