rbynaker
Level 14

This ends up being a two-prong problem.  If you follow the IRS instructions then you don't actually file a 1310 (see "who must file" for the 1310) but then you can't get beyond the ProSeries programming.

The work-around that I was able to use in the past:

1) Have the executor/personal rep send in Form 56 with the documentation attached.  They're supposed to do this anyway.

2) See if there's still a checkbox in ProSeries to tell the software that "the documentation has already been sent to the IRS."

This combination has worked for me in the past.

It's all a bit of a crap-shoot.  Often the IRS asks for documents they already have, just keep sending them.  Sometimes the SSN is locked and you can't efile anyway. <shrug>

Rick

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