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Level 4
July 14, 2020
Solved

E-File for deceased tax payer

  • July 14, 2020
  • 4 replies
  • 31 views

I'm trying to file a final return for a deceased taxpayer. The signer is the authorized representative and the system won't allow an e-file in this case and requires a paper filing.  The IRS is backed up due to COVID 19 which will cause major delay in receiving the refund.   Is there a work around to allow this file to be filed electronically.

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Best answer by BobKamman

@RichardS77 The IRS is backed up due to COVID 19 which will cause major delay in receiving the refund.

For the Chicken Little crowd, here is some recent information on the IRS backlog from a July 11 newspaper report:

"As of May 16, the agency had an estimated backlog of 4.7 million paper returns.  Working through the paper returns is a “high priority” for the I.R.S., its commissioner, Charles P. Rettig, recently told the Senate Finance Committee. The agency is reducing the backlog by about one million a week."

So maybe there are three or four more weeks left to resolve the backlog.   Is that a "major delay" ?  Or is waiting until July 14 to finish the return, a bigger cause for concern?

 

4 replies

Just-Lisa-Now-
Intuit Community Champion
July 14, 2020

Seems like when its a court ordered representative, it doesn't allow Efiling...I dont know why this makes a difference.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
sjrcpa
Level 15
July 14, 2020

No

The more I know the more I don’t know.
Camp1040
Level 10
July 14, 2020

You also have to submit the court form with the paper return approving the appointment of the representative.

BobKamman
BobKammanAnswer
Level 15
July 14, 2020

@RichardS77 The IRS is backed up due to COVID 19 which will cause major delay in receiving the refund.

For the Chicken Little crowd, here is some recent information on the IRS backlog from a July 11 newspaper report:

"As of May 16, the agency had an estimated backlog of 4.7 million paper returns.  Working through the paper returns is a “high priority” for the I.R.S., its commissioner, Charles P. Rettig, recently told the Senate Finance Committee. The agency is reducing the backlog by about one million a week."

So maybe there are three or four more weeks left to resolve the backlog.   Is that a "major delay" ?  Or is waiting until July 14 to finish the return, a bigger cause for concern?