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JMReedy
Level 3
April 11, 2024
Solved

Death Filing

  • April 11, 2024
  • 2 replies
  • 26 views

This is an unusual situation. First the Federal is fine because there is a zero refund or due. It is the State of Missouri I am trying to figure out. The client passed away in February and her daughter is filing for Property Tax Credit. The issue is that there is not an open bank account with the mother's name. How do we inform the state that the check needs to be made out to the daughter? Is there a special form that I am just not aware of?

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Best answer by BobKamman

https://dor.mo.gov/forms/MO-1310D.pdf 

2 replies

sjrcpa
Level 15
April 11, 2024

Does MO have a version of the federal Form 1310?

Or attach the federal form.

The more I know the more I don’t know.
BobKamman
BobKammanAnswer
Level 15
April 11, 2024
JMReedy
JMReedyAuthor
Level 3
April 11, 2024

Thank you so much!