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Level 2
February 21, 2024
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Final 1040 for Deceased Tax Payer

  • February 21, 2024
  • 1 reply
  • 10 views

Hello Everyone,

Quick question, when filing a deceased taxpayers final return what do you usually request for in addition? IRS says they don't need to see a POA.

Asking for preparer's due diligence and any helpful response is appreciated.

    This topic has been closed for replies.
    Best answer by sjrcpa

    Death Certificate and Letters of Administration.

    You'll probably need to complete Form 1310, even if the instructions say you don't.

    1 reply

    sjrcpa
    sjrcpaAnswer
    Level 15
    February 21, 2024

    Death Certificate and Letters of Administration.

    You'll probably need to complete Form 1310, even if the instructions say you don't.

    The more I know the more I don’t know.