TaxTackler
Level 3

Client passed with very little, no probate. Son asked me to prepare final 1040.  He lives in different state.

How would you handle the signing of F1310? Paper file??

Thanks.

0 Cheers
qbteachmt
Level 15

Are you sure this needs to be filed? And it's not ready, yet.

Form 1310, Stmt of Person Claiming Refund Due a Deceased Taxpayer

Final on 03/04/2021, EF on 03/04/2021

 

*******************************
Don't yell at us; we're volunteers
PATAX
Level 15

You may encounter e-file related errors with this form and return ..... Therefore you may want to consider asking client if client mailing the return is acceptable. Just my opinion.

View solution in original post

TaxTackler
Level 3

There's a $1400 + refund, which includes the $600 stimulus not received (after death). Figured it would be best to paper file. He will distribute refund among 3 surviving adult children. Thanks for responding.

0 Cheers
TaxTackler
Level 3

Thank you for your response. Paper file it is!!!

PATAX
Level 15

You are welcome... We have to try to help each other.