form 1310

Forum|Forum|4 years ago
April 25, 2022
3 replies
18 views

Would appreciate help in this one . client died end of last year left no will had 3 children, they went to a lawyer and he appointed one of them the executor. client has a refund for tax year 2021, what boxes do i check, I may sound stupid but I sure could use the help

thank you

ProSeries Basic

This topic has been closed for replies.

PATAX

Level 12

This is not a stupid question. In the past others have asked similar questions about this, and you should check this forum to see the replies, and answer the questions as best as you can for this form.

K

klimli

Level 4

In any case the estate for the deceased needs to be filed before their final tax return is filed.

Work with the Executor (typically with no will is eldest child).

sjrcpa

Level 15

"In any case the estate for the deceased needs to be filed before their final tax return is filed."

What does this mean?

The more I know the more I don’t know.

K

klimli

Level 4

redacted - this was not accurate advice.

Just-Lisa-Now-

Intuit Community Champion

Mark the boxes as they apply.

Not a surviving spouse, not court appointed, so boxes A and B dout count, looks like C it is.

Did they leave a will? you ready answered this as No.
Did the court appoint anyone, will they? You already answered this as No.
So the last one left is #3....will you pay out the refund according to the laws of your state?

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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