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Level 4
March 17, 2023
Solved

form 1310

  • March 17, 2023
  • 2 replies
  • 18 views

Would appreciate some help on this form 1310.  Client died in 2022.  had a will & named his daughter as executor.   deceased has a refund coming.

The executor just gave me Letters of office -decedents estate naming the same daughter as independent executor since deceased house had to go thru probate. (which may or may not have any relevance to form 1310)_  Or should I ignore that and fill out part 

question is: on form 1310 should I check on part 1 b and just attach the court certificate that was dated 1-19-2023 as stating :the letters of office are now in force in the estate

or something else everytime I do this form client gets no refund for over 9 months going back and forth which boxes to mark

Thank you all for your help

This topic has been closed for replies.
Best answer by Just-Lisa-Now-

Scroll up in this thread to my screen shot, I believe the answers you are inputting should be correct and allow for EFiling.


If she was court appointed, then youd mark it like this

2 replies

Just-Lisa-Now-
Intuit Community Champion
March 17, 2023

If you mark the boxes this way, you can EFile it....never had an issue with people not getting the refund.

 

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
corinne91Author
Level 4
March 17, 2023

Lisa,

Re:  your answer to form 1310 

I will not be efiling can you tell me about the steps for that.

 

Thank you so very much

Just-Lisa-Now-
Intuit Community Champion
March 17, 2023

Not sure why paper filing would be any different than EFiling. 

Mailing it in is a super long processing time and a human has to be involved, why arent you Efiling it?

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Level 8
March 18, 2023

In addition you should have the daughter complete and send Form 56 to the IRS.