Asking for knowledge help... I know you can't e-file an Alabama return for a deceased individual, but how do you have someone claim the refund. For federal,, it's of course the Form 1310, and I think previously there was a 1310A for Alabama. But, I can't find one in the software, so how does the Alabama D O R, know who to make out the refund to, and where to mail it? thanks in advance.
1310A says
"Who Must File If you are claiming a refund on behalf of a deceased taxpayer, you must file Form 1310A 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 (defined on this page) filing an original Form 40, Form 40A, or Form 40NR for the decedent and a court certificate showing your appointment is attached to the return.
Personal Representative For purposes of this form, a personal representative is the executor or administrator of the decedent’s estate, as appointed or certified by the court. A copy of the decedent’s will cannot be accepted as evidence that you are the personal representative."
You could complete a 1310A and attach as a PDF if it is required. https://revenue.alabama.gov/wp-content/uploads/2017/05/1310A9-16.pdf
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