Can you file taxes on behalf of a deceased person?

Asked by: Hollie Durgan  |  Last update: May 20, 2023
Score: 4.5/5 (21 votes)

Settling an estate means settling the final tax bill. You can use regular tax forms and IRS guidelines to file taxes on behalf of a person who has passed away, but you may benefit from the help of a trusted tax pro.

Can you electronically file a tax return for a deceased taxpayer?

Can a tax return for a deceased taxpayer be e-filed? Yes, it can. Whether e-filed or filed on paper, be sure to write “deceased” after the taxpayer's name. If paper filed, also include the taxpayer's date of death across the top of the return.

Who signs a tax return for a deceased person?

Court-appointed or court-certified personal representatives must attach to the return a copy of the court document showing the appointment. If there's an appointed personal representative, he or she must sign the return. If it's a joint return, the surviving spouse must also sign it.

Can a deceased person get a tax refund?

IRS Form 1310 is used to claim a federal tax refund for the surviving spouse or another beneficiary of a recently deceased taxpayer. This one-page form notifies the IRS that a taxpayer has died and directs it to send the refund to the beneficiary.

Can you use Turbotax to file for a deceased person?

Yes, the IRS will allow tax returns for deceased taxpayers (also called decedent returns) to be e-filed. Before you file a decedent return, make sure the Social Security Administration has been notified of the taxpayer's death.

IRS.GOV Interactive Tax Assistant How Do I File a Deceased Person's Tax Return?

45 related questions found

How do I file a federal tax return for a deceased person?

All income up to the date of death must be reported and all credits and deductions to which the decedent is entitled may be claimed. File the return using Form 1040 or 1040-SR or, if the decedent qualifies, one of the simpler forms in the 1040 series (Forms 1040 or 1040-SR, A).

Does the IRS require a death certificate?

Representatives who aren't court-appointed must include Form 1310, Statement of Person Claiming Refund Due a Deceased Taxpayer to claim any refund. Surviving spouses and court-appointed representatives don't need to complete this form. The IRS doesn't need a copy of the death certificate or other proof of death.

What happens if a tax return is not filed for a deceased person?

If the ITR is not filed, the legal heir is liable to pay the penalty or fines. They may also face penal consequences. However, they are only responsible to pay the taxes or penalties to the extent of the money he has inherited. The penalty to be paid by the heir depends on the tax liability of the deceased person.

Is a deceased person eligible for the second stimulus check?

“Generally, you are eligible to claim the recovery rebate credit if in 2020 you were a U.S. citizen or U.S. resident alien, weren't a dependent of another taxpayer, and have a valid social security number. This includes someone who died in 2020, if you are preparing a return for that person.”

How do I fill out a 1040 for a deceased person?

At the top of the tax form, the surviving spouse will write "deceased," their spouse's name and the date of death. If you're filing taxes as an executor, administrator or legal representative, include Form 56 along with the completed 1040 or 1040-SR to show the IRS you have the right to file the tax return.

How do I get a $255 death benefit?

If you are eligible for the Social Security lump sum benefit and you would like to apply to receive the payment, you must either call the national SSA office through their toll-free service number at 1-800-772-1213 (TTY 1-800-325-0778) or visit any of their local Social Security offices around the country.

How do you file taxes for a deceased brother?

As your brother's personal representative, you should complete a tax return for him for the period he was alive. You must write the word "Deceased" across the top of the tax form, followed by the decedent's name and date of death.

Who is a person not required to file form 1310?

If a court-appointed personal representative is specified, they are not a surviving spouse, and the return results in a refund, Form 1310 isn't needed.

Is an executor a personal representative?

A personal representative is a person responsible for dealing with the estate (possessions, property, shares, bank accounts, etc) of a deceased person. A personal representative can also be known as an 'executor' or an 'administrator.

Will deceased in 2021 get third stimulus check?

A point to note is that you can't claim the third stimulus check for a person who died before 2021. “An individual who died prior to January 1, 2021 does not qualify for the 2021 Recovery Rebate Credit,” the IRS says.

Can a stimulus check be cashed if the person is deceased?

Specifically, the Act created a new section of the Internal Revenue Code, which states that, as long as an individual was alive on January 1, 2021, he or she is entitled to the stimulus check even if he or she dies in 2021.

How much is the 3rd stimulus check?

President Biden signed the American Rescue Plan Act on March 11, 2021. Provisions in the bill authorized a third round of stimulus checks worth $1,400 for each eligible person ($2,800 for couples), plus an additional $1,400 for each dependent.

How long after someone dies do you have to file taxes?

Simple. The final individual or personal income tax is due on the same day if the taxpayer had not died. Thus, if someone dies on January 1, 2019, the final Form 1040 will be due on April 15th, 2020.

How do I file a tax return as a representative?

Procedure to Register as a Representative
  1. Step 1: Log on to the website. The user has to go to the official website https://www. ...
  2. Step 2: Click on Login Here. The user has to click on Login Here on the Home Page. ...
  3. Step 3: Click Add/register. ...
  4. Step 4: Click New Request. ...
  5. Step 5: Attach Documents. ...
  6. Step 6: Verification Process.

Can the IRS audit a deceased person?

In addition to collecting taxes, the IRS may also audit the tax returns filed by a deceased person in the years prior to his or her death. Typically, the statute of limitations for tax audits is three years.

Does the IRS know when you inherit money?

The IRS will monitor and review her income tax return each year, to determine whether the taxpayers have the capability to be placed on an installment payment arrangement. When she gets the inheritance, she would have to report the income for that tax year.

What is the difference between deceased and decedent?

A decedent is someone who has died. Decedents are deceased. Every language has ways to avoid saying the dead guy, and English has two that come from the same root: deceased, a formal and impersonal way of designating one recently departed, and decedent, the version preferred when a lawyer is in the room.

Can the IRS come after me for my parents debt?

If your parents were to pass away and if they happened to owe money to the government, the responsibility to pay up would fall right onto your shoulders. You read that right- the IRS can and will come after you for the debts of your parents.

What happens if you don't return stimulus check for deceased person?

“A [stimulus] payment made to someone who died before receipt of the payment should be returned to the IRS by following the instructions about repayments,” according to guidance posted on

What is the purpose of form 1310?

Use Form 1310 to claim a refund on behalf of a deceased taxpayer.