Client Passed in January 2024

Forum|Forum|2 years ago
April 8, 2024
1 reply
3 views

Single client passed in January 2024. The client had a will and chose a close friend as executrix. The close friend relinquished that responsibility to the clients son. Clients son obtained a short certificate from the Register of Wills within the state my client resided. The return has a small refund.

Thankfully, I do not deal with death returns very often. In researching, I believe I have to complete form 1310 showing the son as claiming the refund for the estate. Would Part 1 of 1310 be B, Court Appointed or Certified Personal Representative? I will need to determine if the certificate was sent to the IRS. Not sure it has been.

I know the return needs to be paper-filed and I will attach a copy of the Short Certificate to the return.

Is there anything I am missing?

ProSeries Professional

GodFather

Author

Intuit Community Champion

No form 1310 is required.

sjrcpa

Level 15

Technically correct.

But IRS will come back and ask for it. They don't follow their own instructions.

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

GodFather

Author

Intuit Community Champion

Thanks for letting me know that. I did efile, using a Short Certificate attached to the federal return, indicating 1310 as the reason for the attachment. It then populated the "Personal Representative Certificate Attached" verbiage. Once I did that, it was accepted. Now we'll see if the IRS sends a request for the actual 1310, even though their instructions indicate it's not required.

Sign up

Login with SSO

Let's get you signed in

Login with SSO