Form 1310

Forum|Forum|1 year ago
April 10, 2025
2 replies
34 views

My client died and her son is her personal representative for the Estate. I've done many of these where a surviving spouse was involved, but I can't seem to get this filled out correctly in order to e-file this return.

Do I enter the son's name where it asks for name of person claiming refund? It's really the estate claiming it though? If yes, do I need to upload a copy of the court appointed certificate?

Finally, what is the easiest path to getting this return completed? When I enter what I think is the correct information, I keep getting told I cannot efile the return.

Thanks for any help you can give me.

ProSeries Basic

M

Mike3232

Level 4

Check Electronic Filing Worksheet under Deceased Taxpayer(s)

Y

YLCAuthor

Level 5

Well electronic filing has already been checked on the information worksheet. Are you talking about the 1310? I don't see that anywhere on that form. I don't think this is the answer on how to properly fill out this form for this client, but thank you

M

Mike3232

Level 4

Entering the date of death opens Electronic Filing "Worksheet" (error pops up) - Go there and under Deceased Taxpayer(s), answer those ?s then quickzoom to the 1310, and complete it.

BobKamman

Level 15

Form 1310 is not required for a personal representative.

Y

YLCAuthor

Level 5

I filed without it and it was rejected as I was missing the 1310?

BobKamman

Level 15

You're supposed to attach the court appointment. But e-filing has its own "trick the IRS computer" rules. I don't play those games. Someone else here no doubt knows what works.

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