Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

Deceased Tax Payor

Tentman
Level 3

I am filing returns for 2022 and 2023 for a deceased tax payor.  The deceased had a will and there is a court appointed representative.  I have attached a pdf of document that appoints the executor.  The instructions for form 1310 state that the form is not needed if there is a court appointed personal representative, however, I keep getting an error message in the final review regarding incomplete data on the form.  I remove the form 1310, and still get the error message.

Any advice will be much appreciated.

Thanks

Tent Man 

0 Cheers
4 Comments 4
IRonMaN
Level 15

Sometimes you have to give the software what it wants and play around with the 1310 until it gets the answers that will make the errors go away.............................. and sometimes you just want to throw the computer out the window.  Hopefully for you, you will be lucky and not have to replace any broken windows today.


Slava Ukraini!
Taxes-by-Rocky
Level 7

See also, "EF Info Wksht" in side bar for additional check boxes..

Tentman
Level 3

Hi IronMaN,

Thanks for responding.  I was able to make the error message go away for 2022, but not the 2023 return.  No broken windows!

Thanks

Tent Man

Tentman
Level 3

Hi Taxes by Rocky,

Thanks for responding.  I got the error message to clear for the 2022 return, but not the 2023.  Will keep trying to figure out what I did for 2022 that I can't seem to clear for 2023.

Thanks

TentMan