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E-Filing Return for Deceased Taxpayers

Forum|Forum|2 years ago
March 30, 2024
2 replies
19 views

Father and Mother both died in 2023. I am filing their final return for the daughter who is the court appointed representative for both.

I completed a Form 1310 for each taxpayer by marking Box B on each form and plan on attaching a pdf with each court document.

On the EF worksheet under Deceased Taxpayers I answered Yes to question 1. I entered Yes to question 2 and entered court appointed representatives name.

I am getting a clean Final Review so I feel like as long as I attach the (2) pdf files I will be ok.

Am I missing anything?

ProSeries Professional

This topic has been closed for replies.

Best answer by Just-Lisa-Now-

Lisa:

Last question on this one. Should I leave the deceased taxpayer's address on the return or change it to the Daughter's address that is handling the estate?

Thank you!

Arnold

Id put the address where you would want any IRS correspondence to be mailed to.

dkh

Level 15

From posts I've read, getting a clean Final review can be tricky. Sounds like you have it.

This response will push your post to top of page where others more experienced with the 1310 will hopefully read and respond.

S

Summit1Author

Level 5

dkh

Thank you very much!

I will hopefully get additional comments before filing.

sjrcpa

Level 15

@Just-Lisa-Now- seems to have good luck with this. I don't.

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

E

ehill

Level 5

In prior years I have never been able to efile with box B. There was hope that it could be done this year but I have not had any this year for a change, or at least not that has required a court representative.

S

Summit1Author

Level 5

I completed a 1310 for each taxpayer with Box B checked and got a clean Final Review. I am going to attached each of the deceased taxpayers Letters Testamentary to the return as additional documentation.

I hope this is successful!

Fingers Crossed!

Thank you for your reply!

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