Alabama preparers... refund for deceased taxpayer

[dd4vols]

Asking for knowledge help... I know you can't e-file an Alabama return for a deceased individual, but how do you have someone claim the refund. For federal,, it's of course the Form 1310, and I think previously there was a 1310A for Alabama.  But, I can't find one in the software, so how does the Alabama D O R, know who to make out the refund to, and where to mail it?  thanks in advance.

[George4Tacks · Accepted solution]

1310A says

"Who Must File If you are claiming a refund on behalf of a deceased taxpayer, you must file Form 1310A unless either of the following applies: 

• You are a surviving spouse filing an original or amended joint return with the decedent, or 

• You are a personal representative (defined on this page) filing an original Form 40, Form 40A, or Form 40NR for the decedent and a court certificate showing your appointment is attached to the return. 

Personal Representative For purposes of this form, a personal representative is the executor or administrator of the decedent’s estate, as appointed or certified by the court. A copy of the decedent’s will cannot be accepted as evidence that you are the personal representative."

You could complete a 1310A and attach as a PDF if it is required. https://revenue.alabama.gov/wp-content/uploads/2017/05/1310A9-16.pdf

[dd4vols]

I know all of that.  I had found that form on the internet. BUT, i was concerned that since ProSeries didn't have that form available, that the Form 1310A (since that link was to a 2016 form), had been discontinued. I have completed the Federal Form 1310 like i always do in cases like this.  Just seemed odd that Alabama ProSeries would not have that form available, and for it to be easily populated from the federal form.