grandmabee Posted February 28, 2012 Report Share Posted February 28, 2012 Am I remembering right that if death is in 2012 then they have to paper file for 2011? and can efile in 2012 Quote Link to comment Share on other sites More sharing options...
Randall Posted February 28, 2012 Report Share Posted February 28, 2012 Can't answer your question. But on the subject, can we file a short year for a 1040 return. Just got word, a client died. I'll do the 2011 but I'm wondering if we have to wait a year to do a final 2012. Quote Link to comment Share on other sites More sharing options...
RitaB Posted February 28, 2012 Report Share Posted February 28, 2012 Am I remembering right that if death is in 2012 then they have to paper file for 2011? and can efile in 2012 Well, I just read in the paper that one of my clients who has already filed for 2011, died 2/24/12, so I think not. Also, I am fairly certain I had a widow whose spouse died early in 2011, and I was able to e-file their 2010 return. I'm pretty sure you can e-file both years. And, I love the thread title "death and e-file". They come to everyone sooner or later, huh? Quote Link to comment Share on other sites More sharing options...
Randall Posted February 29, 2012 Report Share Posted February 29, 2012 I think you can efile with a surviving spouse. Even without a surviving spouse if there is no refund. But if no surviving spouse and a refund due, you have to use Form 1310 and paper file. Quote Link to comment Share on other sites More sharing options...
RitaB Posted February 29, 2012 Report Share Posted February 29, 2012 Speaking of death and taxes, don't you love it when you tell that long-time client that you will do Little Junior's tax return free gratis? Then that little brat had eight jobs, and none of the employers are in the payroll manager? 1 Quote Link to comment Share on other sites More sharing options...
Randall Posted March 1, 2012 Report Share Posted March 1, 2012 I've learned that lesson. I qualify it with depending on how many W2s or does he have a savings or mutual fund account, etc. I still just charge a small nominal add on fee. 1 Quote Link to comment Share on other sites More sharing options...
fredazcpa Posted March 1, 2012 Report Share Posted March 1, 2012 I just efiled a clients mother without any problems, paid the taxes all is well, had to paper the state of AZ, because they wanted a copy of the DC for the $25 refund As to charging for clients children, do not comit to the free ones until I see what they have, and then I just love the ones that the child files for free on line, takes there owen PE and then I get to charge for fixing two return, or fix one, paper file parents. When that happens the next year I have all of the returns, makes life easier for all. 2 Quote Link to comment Share on other sites More sharing options...
Jack from Ohio Posted March 1, 2012 Report Share Posted March 1, 2012 As to charging for clients children, do not comit to the free ones until I see what they have, and then I just love the ones that the child files for free on line, takes there owen PE and then I get to charge for fixing two return, or fix one, paper file parents. When that happens the next year I have all of the returns, makes life easier for all. When I have that issue, I charge the same to amend the child as I do to amned most others. You end up doing the return as original in order to amend, so I have no problem at all charging for it. "You get what you pay for with free tax preparation!" 1 Quote Link to comment Share on other sites More sharing options...
RitaB Posted March 2, 2012 Report Share Posted March 2, 2012 I think you can efile with a surviving spouse. Even without a surviving spouse if there is no refund. But if no surviving spouse and a refund due, you have to use Form 1310 and paper file. Does the person signing the Form 1310 need to also sign Form 1040, with an edit on "Your Signature" to something like, "Lucy Goosie, Personal Representative"? Quote Link to comment Share on other sites More sharing options...
Randall Posted March 2, 2012 Report Share Posted March 2, 2012 Personal rep signs both 1040 and 1310. On the 1040, I unprotect the form, and type under the signature line where the spouse signature woud be "Personal Representtive". Quote Link to comment Share on other sites More sharing options...
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