The Personal Representative of a deceased taxpayer with a refund is not able to efile the tax return. Instead the program forces the Personal Representative to fill out the Form 1310. THE INSTRUCTIONS TO THE FORM 1040 SPECIFICALLY STATE THAT THE FORM 1310 IS NOT REQUIRED UNDER THESE CIRCUMSTANCES. SEET BELOW.
Page 58 of the 2024 1040 Instructions
Claiming a refund for a deceased tax-payer. If you are filing a joint return with your deceased spouse, you only need to file the tax return to claim the refund. If you are a court-appointed rep-resentative, file the return and include a copy of the certificate that shows your appointment. All other filers requesting the deceased taxpayer's refund must file the return and attach Form 1310.
You would think that this would solve the problem but it does not. The disconnect is between the EF screen and the 1310. Once you check the box you have to go to 1310. There you are forced to check Box C.
