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I'm filing a return for my mom who passed away last year. What forms do I need to submit?

 
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I'm filing a return for my mom who passed away last year. What forms do I need to submit?

Be sure to print and sign the return as  with YOUR name "Personal Representative" for your mothers name.   There is no way to sign a e-filed return properly for someone else.    If getting a refund, you might also need to attach a 1310 form (Statement of person claiming a refund for a deceased person.)

Suggest that you read IRS Pub 559 (Survivors, Executors, and Administrators) for a lot of good information about filing the final return and estate return and other requirements.

<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>
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

I'm filing a return for my mom who passed away last year. What forms do I need to submit?

I am so sorry for your loss.

You need to file her form 1040 including her date of death and a state tax return (if she lived in a state with income tax).

For the estate, you need to file form 1041.

For more information about filing the taxes of deceased taxpayers, follow these links:

 Form 1041 Instructions

IRS on Deceased Taxpayer

E-file Deceased Tax Returns

 https://turbotax.intuit.com/tax-tips/family/death-in-the-family/L5albFXM4


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