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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
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Form 1310
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JeanetteA
Level 1
08-21-2020
05:18 PM
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A deceased taxpayer has a trust company (EIN) as Trustee of the estate. A refund is due from the 2019 Form 1040, but Form 1310 requires a SSN, not an EIN. Any suggestions?
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1 Comment 1
BobKamman
Level 15
08-21-2020
07:16 PM
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Estates don't have trustees, they have executors or personal representatives with court documents showing they were appointed. IRS will accept the court order instead of the Form 1310. But if all the assets are in a trust and no probate is required -- try filing with the EIN. Probably has to be a paper return.
Omitted chapter from the book "How To Avoid Probate" -- "How To Avoid An IRS Refund When You Die."
