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Do we have to send a death certificate with a tax return…

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Do we have to...

Do we have to send a death certificate with a tax return since it can't be signed and does it have to be an original certificate?

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I am filing taxes for my mom and my dad died in April 2017. Filing a joint return. How does this work with no signature?

Submitted: 3 months ago.Category: Tax
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4/2/2018
Tax Professional: Barbara, Enrolled Agent replied 3 months ago
Barbara
Barbara, Enrolled Agent
Category: Tax
Satisfied Customers: 6,357
Experience: 20+ years of experience in tax preparation; 30+ years of experience as a real estate/corporate paralegal.
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Welcome to Just Answer. My name is ***** ***** I will be happy to assist you.

If you are helping your mom file a paper return,

  • Across the top of the return - above the area where you enter your address, write "Deceased," your spouse’s name, and the date of death.
  • When you're a surviving spouse filing a joint return and a personal representative hasn't been appointed, you should sign the return and write "filing as surviving spouse" in the signature area below your signature.
  • When you're a surviving spouse filing a joint return and a personal representative has been appointed, you and the personal representative should sign the return.
  • A decedent taxpayer's tax return can be filed electronically. Follow the specific directions provided by your preparation software for proper signature and notation requirements.

A copy of the death certificate is not required to be sent in.

Please let me know if I can assist you further.

Thank you and best regards,

Barb

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Tax Professional: Barbara, Enrolled Agent replied 3 months ago

Just following up with you to see if you have any other questions. If so, please let me know so I can continue to assist you.

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