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JeanetteA
Level 2
August 21, 2020
Question

Form 1310

  • August 21, 2020
  • 1 reply
  • 10 views

A deceased taxpayer has a trust company (EIN) as Trustee of the estate.  A refund is due from the 2019 Form 1040, but Form 1310 requires a SSN, not an EIN.  Any suggestions?

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    1 reply

    BobKamman
    BobKamman
    Level 15
    August 22, 2020

    Estates don't have trustees, they have executors or personal representatives with court documents showing they were appointed.  IRS will accept the court order instead of the Form 1310.  But if all the assets are in a trust and no probate is required -- try filing with the EIN. Probably has to be a paper return. 

    Omitted chapter from the book "How To Avoid Probate" -- "How To Avoid An IRS Refund When You Die."

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