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Estate with 2 PR's. Is only one PR required to sign Estate tax return?

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    Estate with 2 PR's. Is only one PR required to sign Estate tax return?

    Have an Estate with 2 Personal Reps. Is only 1 PR required to sign form 1041? Upon looking at form 1041, there is only 1 line for Fiduciary.

    #2
    Yes, one can be the designated Tax Matters person.

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      #3
      Burke is there document for this?

      Originally posted by Burke View Post
      Yes, one can be the designated Tax Matters person.
      Burke, is there a document that the other PR has to sign authorizing and/or designating the other PR to sign for tax matters?

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        #4
        Not for the IRS. But depending on the relationship between the 2 PR's, it might not be a bad idea to make one up. OR you could have them both sign the 8879-F. Use two forms if necessary. You keep them anyway.

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          #5
          Burke the issue here is .....

          Originally posted by Burke View Post
          Not for the IRS. But depending on the relationship between the 2 PR's, it might not be a bad idea to make one up. OR you could have them both sign the 8879-F. Use two forms if necessary. You keep them anyway.
          Burke the issue here is 1 PR feels their form 1041 is not ready to file but the other PR feels it is.

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            #6
            There is only one 1041 for the estate. So now you have another problem. Why does one feel it is not ready to file? I don't think I would under these circumstances unless both are willing to sign off on it. You can send me a PM if you want.
            Last edited by Burke; 03-08-2015, 05:01 PM.

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