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My mother is an alzheimer's patient. I have Durable Power of Attorney for her. Her CPA and I have just finished a couple years back taxes that she never did, so I need to sign them for her and send them in.

So do I sign my name, and then write "POA for" and then her name? Does anyone know the proper way to sign the POA signature? Something like "Bob Smith POA for Evelyn Smith." I am new to the POA thing... Thanks for any info.

Footsox
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Something like "Bob Smith POA for Evelyn Smith."

That will do.

I'm tempted to say it's close enough for government work, but I think I won't. :-)

--Peter
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You are not "POA". The document is the POA. You are the attorney in fact for your mother. Thus, the signatures should read "You" as Attorney in Fact for "your mother". Use names instead of the words in quotes.

Donna (real-estate paralegal)
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I had to sign the 1040 for my Mom once,many years ago, pre-electronic days. I did the POA thing and the IRS did not like it...sent it back and I had to get all kinds of verification. I also lived 800 miles away, but luckily caught it when I visited her.

The next year, I did her taxes and signed her name. All went well. Her attorney unofficially said that was probably the easiest way to handle it.

Carol
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I had to sign the 1040 for my Mom once,many years ago, pre-electronic days. I did the POA thing and the IRS did not like it...sent it back and I had to get all kinds of verification. I also lived 800 miles away, but luckily caught it when I visited her.

The next year, I did her taxes and signed her name. All went well. Her attorney unofficially said that was probably the easiest way to handle it.

Carol


I signed my mother's return 3 days after she died. Everything had been done for a month but she put off signing and mailing the return. At that point I had too much to deal with to be worrying about the tax return for the prior year. Back-dated it to the day before she went to the hospital too. She had a refund coming and everything was fine. I don't think I would have tried signing a check if she had owed money though. There are limits to my forgery.
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Maybe the CPA would know what you are supposed to do?
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