Deceased taxpayer

Collapse
X
 
  • Time
  • Show
Clear All
new posts
  • Black Bart
    Senior Member
    • Jun 2005
    • 3357

    #1

    Deceased taxpayer

    Can you electronically file for a decedent's:

    1040?

    1041?
  • S T
    Senior Member
    • Jun 2005
    • 5053

    #2
    E File

    Yes Bart you should be able to efile the decedents form 1040 return as well as the 1041 return.

    To efile the 1041 return you might have to update your efile application with IRS.

    http://www.irs.gov/pub/irs-pdf/p3452.pdf link to the 2005 efile questions and answers.

    Sandy

    Comment

    • jainen
      Banned
      • Jul 2005
      • 2215

      #3
      during 2004

      I believe you can't e-file unless the date of death is during 2004.

      Comment

      • S T
        Senior Member
        • Jun 2005
        • 5053

        #4
        Pub 1346

        In the Tax Highlights section of Pub 1346, Part 1, Page X, there is a section "Decedents" and a error reject code correction. So it appears as if we can efile a deceden'ts 2005 return.

        I haven't been able to "google" Pub 1345 for the 2005 tax returns.

        Sandy

        Comment

        • jainen
          Banned
          • Jul 2005
          • 2215

          #5
          Good news!

          Good news! Now we don't have to tell them, "Gee, it's too bad he didn't die sooner.!"

          Comment

          • Black Bart
            Senior Member
            • Jun 2005
            • 3357

            #6
            Thanx

            to both of you.

            Comment

            • Lion
              Senior Member
              • Jun 2005
              • 4699

              #7
              Efile for deceased taxpayer

              I remember looking this up last year, but that doesn't mean I remember the answer. And, it could've changed, anyway. I think that we can efile for a taxpayer who died during the year we are filing. But, we cannot efile for a taxpayer who died in the year following the year of the return. That, of course, is for his 1040. The 1041 is for his estate, so he is not alive for that filing no matter which year it is!

              Comment

              • taxea
                Senior Member
                • Nov 2005
                • 4292

                #8
                EFile for deceased taxpayer

                Use F8453 and have the surviving spouse also sign F1310...you can efile the current tax year and send the signed forms to the IRS. Be sure the F1310 is included with the efile even though it is not signed.

                If you efile by PIN and F8879 the signed forms stay in your client file. taxea
                Believe nothing you have not personally researched and verified.

                Comment

                Working...