F1310 Statement of Person Claiming Refund Due a Deceased Taxpayer

Forum|Forum|5 years ago
February 21, 2021
5 replies
27 views

Client passed with very little, no probate. Son asked me to prepare final 1040. He lives in different state.

How would you handle the signing of F1310? Paper file??

Thanks.

ProSeries Professional

This topic has been closed for replies.

Best answer by PATAX

You may encounter e-file related errors with this form and return ..... Therefore you may want to consider asking client if client mailing the return is acceptable. Just my opinion.

qbteachmt

Level 15

Are you sure this needs to be filed? And it's not ready, yet.

Form 1310, Stmt of Person Claiming Refund Due a Deceased Taxpayer

Final on 03/04/2021, EF on 03/04/2021

Don't yell at us; we're volunteers

T

TaxTacklerAuthor

Level 3

There's a $1400 + refund, which includes the $600 stimulus not received (after death). Figured it would be best to paper file. He will distribute refund among 3 surviving adult children. Thanks for responding.

PATAXAnswer

Level 12

You may encounter e-file related errors with this form and return ..... Therefore you may want to consider asking client if client mailing the return is acceptable. Just my opinion.

T

TaxTacklerAuthor

Level 3

Thank you for your response. Paper file it is!!!

PATAX

Level 12

You are welcome... We have to try to help each other.

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