F1310 Statement of Person Claiming Refund Due a Deceased Taxpayer

[TaxTackler]

Client passed with very little, no probate. Son asked me to prepare final 1040.  He lives in different state.

How would you handle the signing of F1310? Paper file??

Thanks.

[qbteachmt]

Are you sure this needs to be filed? And it's not ready, yet.

Form 1310, Stmt of Person Claiming Refund Due a Deceased Taxpayer

Final on 03/04/2021, EF on 03/04/2021

[PATAX · Accepted solution]

You may encounter e-file related errors with this form and return ..... Therefore you may want to consider asking client if client mailing the return is acceptable. Just my opinion.

[TaxTackler]

There's a $1400 + refund, which includes the $600 stimulus not received (after death). Figured it would be best to paper file. He will distribute refund among 3 surviving adult children. Thanks for responding.

[TaxTackler]

Thank you for your response. Paper file it is!!!

[PATAX]

You are welcome... We have to try to help each other.