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Would appreciate some help on this form 1310. Client died in 2022. had a will & named his daughter as executor. deceased has a refund coming.
The executor just gave me Letters of office -decedents estate naming the same daughter as independent executor since deceased house had to go thru probate. (which may or may not have any relevance to form 1310)_ Or should I ignore that and fill out part
question is: on form 1310 should I check on part 1 b and just attach the court certificate that was dated 1-19-2023 as stating :the letters of office are now in force in the estate
or something else everytime I do this form client gets no refund for over 9 months going back and forth which boxes to mark
Thank you all for your help
Best Answer Click here
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If you mark the boxes this way, you can EFile it....never had an issue with people not getting the refund.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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Lisa,
Re: your answer to form 1310
I will not be efiling can you tell me about the steps for that.
Thank you so very much
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Not sure why paper filing would be any different than EFiling.
Mailing it in is a super long processing time and a human has to be involved, why arent you Efiling it?
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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In addition you should have the daughter complete and send Form 56 to the IRS.
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Good Morning LIsa,
Thank you for replying to my request for filling out form 1310 for the deceased tax payer who has a will and named his daughter as executor. Then I found out that she has letters of office as an independent executor for his estate. You replied back and it looks like you said under part 1 to check C and then part 2 under question 1 to check yes, question 2a check no, then question 2b also no and of course on question 3 it should be yes. Reason I am asking again is my computer did not print out full answers that you emailed back to me. Thank you for your time again. It looks so simple maybe i am reading too much into it. Have a great day!
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Lisa.
Just wondering if you got a chance to reply to my message again with this form 1310.
Thanks
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Scroll up in this thread to my screen shot, I believe the answers you are inputting should be correct and allow for EFiling.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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If she was court appointed, then youd mark it like this
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪