9315
The following e-file diagnostic is generating:
e-file: Form 1310 is required when the taxpayer's filing status is not Married Filing Joint (MFJ), the taxpayer is deceased and the tax return has a refund. (ref. #9315)
Solution:
The IRS' Form 1310 instructions state:
If you are claiming a refund on behalf of a deceased taxpayer, you must file Form 1310 unless either of the following applies:
- You are a surviving spouse filing an original or amended joint return with the decedent, or
- You are a personal representative ? filing an original Form 1040, Form 1040A, Form 1040EZ, or Form 1040NR for the decedent and a court certificate showing your appointment is attached to the return.
Lacerte generates the diagnostic to limit the e-file capability in situations where there is no surviving spouse but the return has a refund and is being filed as MFJ; since a personal representative must show documentation with the return, the return must be paper filed.
