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Budmeister
Level 3
March 18, 2026
Question

refunds to estate

  • March 18, 2026
  • 2 replies
  • 11 views

Does anyone know for a deceased taxpayer getting a refund and form 1310 completed will IRS send paper check or direct deposit to estate account

2 replies

BobKamman
BobKamman
Level 15
March 18, 2026

Try it and find out.  Does anyone at IRS know what IRS is doing this year?  They used to block refunds to accounts with an EIN -- presumably you are asking about a refund going to an estate account, not to the decedent's closed account.  The Commissioner has been ordered to facilitate electronic payments to reduce the number of paper checks.  But there is no Commissioner.  

    IntuitAmyC2
    IntuitAmyC2
    Level 4
    March 27, 2026

    When filing the final return, the 1310 asks about the person filing. 

    • If it is an "other" person (box C), it is just a person with a bank account that can be used.
    • If you select court appointed and attach the paperwork, you can have the check deposited into their bank account and then they can move it to the estate. 

    You will not get a match between the estate account and the personal representative so I doubt under the name matching rules it would deposit. A long wait for a check is most likely.

     

    Reference: Filing a final return, Form 1310

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