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Level 2
May 22, 2025
Question

form 1310 errors

  • May 22, 2025
  • 3 replies
  • 27 views

Last month, I filed an extension for a client who has since passed away. I’ve now completed the return, and there is a refund due. The executor will be signing the return, and I’d prefer to have them e-sign so I can e-file it.

However, I’m encountering an issue with Form 1310—specifically Part I. No matter which box I check, I receive an error message. Box B is the appropriate selection in this case, but I’m unable to clear the error.

Do you have any suggestions for resolving this, or would I need to proceed with a manual signature and mail the return instead?

Thank you.

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3 replies

sjrcpa
Level 15
May 22, 2025

I usually end up paper filing.

@Just-Lisa-Now- has magic ways and can get hers to efile.

The more I know the more I don’t know.
Just-Lisa-Now-
Intuit Community Champion
May 22, 2025

I just had one that the daughter is claiming the refund for her father that died. 

I marked Box C at the top, Proof of death in my possession box is checked.

Then in Part II     

1. No

2a. No   

3. Yes

E-filed no problem.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
BobKamman
Level 15
May 22, 2025

@Just-Lisa-Now- The problem with that is answering "no" to the question about whether a personal representative has been appointed.  

Box B also requires a copy of the court appointment document to be attached.  And the 1310 instructions tell us that the form does not need to be attached.  Apparently there are so few taxpayers dying these days, that no one has bothered to match the e-filing protocols with what IRS says it wants.  

Just-Lisa-Now-
Intuit Community Champion
May 22, 2025

It says has a court appointed a personal rep for the estate, is that the same as a trustee or executor being named?

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
dstuberAuthor
Level 2
May 23, 2025

thanks for your answers, I don't know why Intuit won't fix this problem!