Opfor77
Level 4
03-19-2026
04:07 PM
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Client died. Son is personal representative (no executor named). How/where, specifically, do i input his info so it shows on the return, and he can sign for e-file, etc?
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Level 15
03-19-2026
04:44 PM
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If there's a refund, the 1310 would ask for his information, if no refund, his name doesnt go anywhere that Im aware of.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Opfor77
Level 4
03-19-2026
04:47 PM
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So would I have him sign his name, then "personal representative" on 8879 to efile?
Level 15
03-19-2026
04:48 PM
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yes
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
BobKamman
Level 15
03-19-2026
05:07 PM
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If there is a court appointment, "personal representative" in some states is just another (modern) way of saying "executor." If the son is acting without a court appointment, IRS instructions ask that the person signing be identified as "personal representative."