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O
Opfor77
Level 5
March 19, 2026
Question

Personal Representative 1040

  • March 19, 2026
  • 2 replies
  • 5 views

Client died.  Son is personal representative (no executor named).  How/where, specifically, do i input his info so it shows on the return, and he can sign for e-file, etc?

2 replies

Just-Lisa-Now-
Just-Lisa-Now-Intuit Community Champion
Intuit Community Champion
March 19, 2026

If there's a refund, the 1310 would ask for his information, if no refund, his name doesnt go anywhere that Im aware of.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    O
    Opfor77Author
    Level 5
    March 19, 2026

    So would I have him sign his name, then "personal representative" on 8879 to efile?

    Just-Lisa-Now-
    Just-Lisa-Now-Intuit Community Champion
    Intuit Community Champion
    March 19, 2026

    yes

    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
      BobKamman
      BobKamman
      Level 15
      March 19, 2026

      If there is a court appointment, "personal representative" in some states is just another (modern) way of saying "executor."  If the son is acting without a court appointment, IRS instructions ask that the person signing be identified as "personal representative."

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