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My client died and her son is her personal representative for the Estate. I've done many of these where a surviving spouse was involved, but I can't seem to get this filled out correctly in order to e-file this return.
Do I enter the son's name where it asks for name of person claiming refund? It's really the estate claiming it though? If yes, do I need to upload a copy of the court appointed certificate?
Finally, what is the easiest path to getting this return completed? When I enter what I think is the correct information, I keep getting told I cannot efile the return.
Thanks for any help you can give me.
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