Form 1310. Client has passed and I have a "Letter of Testamentary" from the local court assigning his daughter as the Executor. Part I options indicate to me that

Forum|Forum|2 years ago
August 30, 2023
2 replies
19 views

"B" is the correct choice.
But I am getting an error message when I select anything other than "C".
I also get an error in box B1, even if I choose C.
And can I have the Executor DocuSign the tax return and form 1310?
(I understand that I have to attached the court document to the e-file.)
Thanks in advance, Christopher

ProSeries Professional

This topic has been closed for replies.

Just-Lisa-Now-

Intuit Community Champion

What does the "error" say? Is it just disallowing EFiling? You may need to run through REVIEW to see the full error diagnostic.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

T

Terry53029

Intuit Community Champion

If you check box B that is all you fill out (except for heading) are you trying to fill out anything in part 2 ?, also what is the error message, or is anything highlighted in red

C

chapguy19Author

Level 5

The trick is that I can't e-file the return when B is checked since the letter from the court has not already been sent to the IRS.

Am having to send it in.

Thanks for your help.

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