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Level 3
April 2, 2026
Question

Taxpayer died on March 13, 2026 prior to E-Filing her return. What do I do?

  • April 2, 2026
  • 2 replies
  • 7 views

I am waiting for one last 1099-R which deceased taxpayer's daughter is obtaining.  

I saw online (not here) that I can E-File the return and make a note of the date of death of the taxpayer.  

Is that right?  Who signs the E-File authorization?  Her daughter has not yet been appointed as Executor of her Estate.

 

2 replies

IRonMaN
Level 15
April 2, 2026

Enter the date of death in the software - it's in the federal information worksheet.  Then file like you would any other return.

Sounds like the daughter is in charge.  I know my clients and am comfortable when one of the kids steps up to take charge of things.  I would have the daughter sign if I was comfortable that there weren't other siblings that were potentially going to cause a stink.  If you aren't comfortable with the daughter signing, extend and wait until she is officially the executor.

Slava Ukraini!
zeek349Author
Level 3
April 2, 2026

Thanks, we should have the 1099-R by 4/15/26 so after entering the info from it, I'll do what you've suggested since the daughter is the only child and very responsible.  

IRonMaN
Level 15
April 2, 2026

You betcha!

Slava Ukraini!
Level 3
April 5, 2026

I just completed a return yesterday with the exact same issue. Client passed in January. I spoke to the attorney that's helping the family settle the estate. He said the taxpayer's daughter can sign the return and accept the refund, even if not appointed by the court. I entered the date of death so it would show up at the top of all forms, entered the daughter's info in the In Care Of section of the Client info page, and selected 'Other' on the 1310 along with checking the box for 'Will distribute according to state law' then added her info again in the person claiming the refund section. My state doesn't accept e-file for deceased persons so my client is filing all by mail.