when efiling with Turbotax for my mother who died in 2023, when signing the return, it asks for PIN and date of birth. Do I enter my mother's birth date or mine as the personal representative? I'm including a form 1310 as part of the efile. as a final step in efiling the return, Turbotax asks for drivers license # and dates. Is this my mother's ID info as the tax payer or my ID info as her personal representative filing the return and receiving the refund?
So sorry for your loss. Yes, the IRS will allow tax returns for deceased taxpayers (also called decedent returns) to be e-filed.
You can use your mother's ID information (Drivers License) for purposes of filing this return.
Before you file a decedent return, make sure the Social Security Administration has been notified of the taxpayer's death.
You can either go to their website or call 1-800-772-1213.
Many (but not all) states allow decedent tax returns to be e-filed as well. TurboTax will let you know when you get ready to e-file the state return.
Click here for information on what forms you will need when filing a tax return for a deceased person.
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