Form 2848

Forum|Forum|5 years ago
May 21, 2021
3 replies
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I have to get POA's for a married couple in order to obtain Wage and Income information. The taxpayer passed away in October. His nephew and niece have been appointed executor's of his estate. As far as I can determine, his wife will be his personal representative. Who should sign his Form 2848?

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BobKamman

Level 15

Generally "executor" is synonymous with "personal representative," it's just a matter of what term is used by state law. Those with versions of the Uniform Probate Code prefer PR. What's going on here? Has a Form 56 been filed for the estate yet?

sjrcpa

Level 15

His Personal Representative/Executor should sign his 2848. As Bob noted, these are the same.

The more I know the more I don’t know.

L

LaWandabAuthor

Level 2

Thank you all for your input. I found out that his wife had signed over the executorship to the nephew. He will sign the 2848 and attach a Letter Testamentary to the 2848.