After a loved one passes away, the person in charge of settling the deceased’s estate is responsible for filing a final individual income tax return and the estate tax return when due.

According to the IRS, you will need to file Form 56, Notice Concerning Fiduciary Relationship, to notify the agency of a fiduciary relationship. The fiduciary (trustee, executor, administrator, receiver or guardian) acts as the personal representative of the deceased taxpayer.

The IRS says that if you’re filing electronically, follow the instructions provided by the software for signature and notation requirements. If you’re filing a paper return, write “Deceased,” the decedent’s name and the date of death across the top of the final individual tax return. For joint returns, write the name and address of the deceased and the surviving spouse in the name and address fields. Otherwise, write the deceased taxpayer’s name in the name field and the personal representative’s name and address in the address field.



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