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Efile a deceased taxpayer return
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tscott1205
Level 4
02-11-2021
05:07 PM
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My client died in 2020. He was single and is getting a refund. His son is the executor and has his clerk of court letters of testamentary and death certificate. Can I efile this return? I can attach the letters of testamentary to the tax return.
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IRonMaN
Level 15
02-11-2021
05:10 PM
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Go ahead and e-file. You don't need to attach anything, but the software is going to ask you about adding an extra form regarding where that refund is going to be sent.
Slava Ukraini!
