RM4
Level 2

Hi All,

I have a tax client who died February 2022.  I will be preparing 2021 and a 2022 tax return, with the 2022 as the final return.   I have a few questions:

1.  I have a copy of the will and it names the Executor.  When filing the 2021 tax returns, should I put the name of the Executor on the Home Address Line with his address for the return?

2.  Should I have the Executor fill out a Form 1310 for 2021 or 2022 or both years?

3.  Should I have the Executor mail the Form 1310 to the IRS or can I e-file it?

4.  Can I enter the Executor information on the 2021 tax return, if it is not the final return?

Thank you.

 

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