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Filing a deceased taxpayer electronically

krs7908
Level 2

Could someone please explain how to e-file a tax return for a deceased individual when there is a court-appointed representative? I have attached the relevant document. The system is requesting a Form 1310, but I understand that this form is not necessary when there is a court-appointed representative. Thank you!

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5 Comments 5
sjrcpa
Level 15

IRS does not follow its own instructions. Do the 1310. And it still might not efile.


The more I know the more I don’t know.
krs7908
Level 2

So you file the 1310 and send a pfd of the court document?

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ljr
Level 9

This works some of the time and sometimes it does not. I really can't figure out why or when it will work. I try on all that should work. If it gets rejected, then we paper file. Be aware - I've efiled with the 1310 and then they receive a letter asking for a copy of the 1310. 

Accountant-Man
Level 13

I have given up when the personal rep, not surviving spouse, gets the refund. The form's instructions are counter-INTUITive, counter-productive and confusing. I answer the questions correctly and it says no can e-file.

My last one, since the refund was only $140, we printed and mailed in.

Screw Pro Series.

** I'm still a champion... of the world! Even without The Lounge.
sjrcpa
Level 15

 "I've efiled with the 1310 and then they receive a letter asking for a copy of the 1310. "

Me, too. Also when I have paper filed with the 1310 attached.


The more I know the more I don’t know.
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