Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- ProConnect Tax
- :
- ProConnect Tax Discussions
- :
- Form 1310
Form 1310
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
Nat Hussey
Level 3
04-12-2022
09:10 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
I'm trying to fill in Part I on Form 1310. I have a personal representative who was appointed by a court, and have attached the certificate from the probate court. If I check the second box, identifying the claimant as a court appointed personal representative, the surviving spouse and other person boxes remain red, creating an error, and there doesn't seem to be any override. ???
Labels
1 Comment 1
George4Tacks
Level 15
04-18-2022
11:41 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
From Pub 559
Form 1310, Statement of Person Claiming Refund Due a Deceased Taxpayer. Form 1310 doesn't have to be filed if you are claiming a refund and either of the following applies to you.
• You are a surviving spouse filing an original or amended joint return with the decedent.
• You are a court-appointed or certified personal representative filing the decedent’s
original return and a copy of the court certificate showing your appointment is attached to the return.
I believe the diagnostic will not prevent the filing. Do the pdf attachments of death cert and court cert.
Here's wishing you many Happy Returns
