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Level 3
March 20, 2023
Solved

How to input names of each co-executor of deceased taxpayer Form 1040?

  • March 20, 2023
  • 2 replies
  • 18 views

Bother and sister have been named co-executors for deceased brother estate.  Both need to sign tax return.  How do I input both of their information in Proconnect to have each sign?  

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Best answer by George4Tacks

Yes

2 replies

George4Tacks
Level 15
March 20, 2023

Did they both sign the SS-4?

What does the IRS letter CP 575 list as the executor?

The program only allows for one name. If only one name is printed, that does not mean that they don't both need to sign. 

Answers are easy. Questions are hard!
AzzurriTAuthor
Level 3
March 20, 2023

Thanks for help.  This applies to the 1040 as well?

George4Tacks
Level 15
March 21, 2023

Yes

Answers are easy. Questions are hard!
BobKamman
Level 15
March 21, 2023

Only one needs to sign the Form 1041.  Flip a coin.  Maybe you have a state return that requires two signatures?