E-Filing Form 1310

Forum|Forum|5 years ago
September 12, 2020
6 replies
29 views

Posted this question a few days ago, got no response... Client died 2019, daughter filing 1040 with Form 1310 to claim refund of $4k plus and direct deposit it to her bank acct. The rules say she can do this if she submit the death certificate with the return. The question is, how do I upload the death certificate into pro series basic in order to e-file. Or should print and file everything by mail, which would take her forever to get her refund in today's environment. Long but I had to cover all the points.

Baldwin (aka Han)

ProSeries Basic

This topic has been closed for replies.

M

mdtao31

Level 6

in all my similar situations over the years i filed

a paper return.it did take a longer time but it went thru ok

regards Larry

BobKamman

Level 15

From the Form 1310 instructions:

Do not attach the death certificate or other proof of death to
Form 1310. Instead, keep it for your records and provide it if
requested.

H

hananb21Author

Level 3

Thanks for that. I think I'll try e-file w/o certificate and see if that works.

qbteachmt

Level 15

"Posted this question a few days ago, got no response"

Click on your avatar to see your profile and your topic listings. I cannot find that there is a previous posting on this topic by you. There would be no reason to start a duplicate, of course. You may not get an answer right away, because the peer users that volunteer to help were busy over a holiday weekend, busy with their own work, or no one that sees a topic can answer it right away.

Don't yell at us; we're volunteers

H

hananb21Author

Level 3

Understood...

C

CALAMESE

Level 2

HOW TO ATTACH DEATH CERTIFICATE TO 1040 1310

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