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The 2024 tax organizers dropped in today's forms update.

Please wait for the short certificate or court appointment. If like here, that should take a week or two for the executor to receive, if not in hand already by daughter since you know she met with the attorney yesterday. In the meantime, accept whatever additional medical deductions from the daughter and have it ready to go, but don't discuss the return in detail until you know that this is the daughter also acting as executor. Just say it is in your queue to work on. ETA - saw you are waiting for the document. You are on the proper course.

I stopped working. Waiting for daughter to provide me a document appointing her executor. CT. CT does have a %; however, I suspect it doesn't apply to lawyers! This client had a LOT of investments and a house on Long Island Sound, so the % would be a LOT of actual $$.

Depending on the legalities, there may be no formal admin or executor. There may be what will often be called a small estate, where the heir(s) can do things without court involvement. Since the OP mentioned an estate attorney, then it would be wait for court doc showing admin or executor powers. Took me about 60 days to get those the last formal estate I was part of.

Daughter needs to give you the short certificate that designates her as executor to act on behalf of estate, or the court appointment if she doesn't have the short certificate. You know POA died with the mom, so once daughter gives you whichever document grants her the authority to act on behalf of the estate, only then will you be able to work with her again on behalf of mom and mom's estate. At that point, you could choose to have her sign a release to provide copies of returns directly to attorney, if you are comfortable with that. Otherwise if not, you will provide daughter with extra copies that she will provide to attorney herself. I don't see how you could possibly provide either of them anything today since those returns are not yet completed. Sorry, can't answer about the paper vs e-filing. Depends on what document you get. Check instructions for form 1310. There was an extensive discussion a couple of months ago on here. I'm not in office right now or I'd look it up for you. Maybe later tonight I'll have time to revisit this discussion.