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Author: irasmilo Big gold star, 5000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 121180  
Subject: Re: Tax filing questions - decedant Date: 3/26/2008 7:17 AM
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I am executrix of the will. I was planning to efile her returns for simplicity purposes. Can I do so, or must I send in paper based forms with death certificates, surrogates certificates, etc?

Maybe one of the pros who deals with the intricacies of e-file will know for sure, but I think you qualify for e-filing. TT will tell you if you don't.


I had a return this year with a 2007 single decedent where the executor (obviously) was not a surviving spouse. We had to paper file the return along with the death certificate and letters testamentary. IIRC, I played around with the various decedent return options in ProSeries and found that I was eligible to efile only if the IRS had already been notified of the death and who the executor was. I assume that part of the efile return verification system must check for the existence of a responsible party for the return and that it can't be established "after the fact" with an 8453 submission.

Ira
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