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Lacerte Diagnostics
Moderator
October 2, 2020

4601

  • October 2, 2020
  • 0 replies
  • 5 views

The following diagnostic is generating:

Form 1310, Part II, line 3: When a person other than the surviving spouse (Part I Box A) or a court appointed personal representative (Part I Box B) is claiming the decedent's refund, the refund must be paid out according to state laws to qualify for electronic filing.

Solution:

JTI takes to Screen 63 Refund Due Deceased Taxpayer (1310) to Refund Due Deceased Taxpayer (1310) section to Will pay out refund according to state law checkbox

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