Client died - Who signs the 1040?

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  • Hoosier
    Senior Member
    • Apr 2006
    • 178

    #1

    Client died - Who signs the 1040?

    Client died in 2006 - no surviving spouse. Just prepared final tax return along with form 1310 to be signed by the personal representative to claim the federal refund. Seems to me the final return should also include a copy of the death certificate and a copy of the court certificate showing the personal representative appointment. My question - should the personal representative sign page 2 of the form 1040 and if so should he sign 'personal representative' under his name? Thanks.
  • veritas
    Senior Member
    • Dec 2005
    • 3290

    #2
    No form 1310

    is required by a court appointed personal representative. Attach the document showing court appointment. Personal rep signs the return.

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    • BP.
      Senior Member
      • Oct 2005
      • 1750

      #3
      Succintly covered by TTB on p. 21-8. Sadly, had to refer to this page more times than usual this year. Thank you, TTB authors.

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