Defect in ProSeries 1040 Program

[PortlandBarb]

The Personal Representative of a deceased taxpayer with a refund is not able to efile the tax return.  Instead the program forces the Personal Representative to fill out the Form 1310.  THE INSTRUCTIONS TO THE FORM 1040 SPECIFICALLY STATE THAT THE FORM 1310 IS NOT REQUIRED UNDER THESE CIRCUMSTANCES.  SEET BELOW.

Page 58 of the 2024 1040 Instructions

Claiming a refund for a deceased tax-payer. If you are filing a joint return with your deceased spouse, you only need to file the tax return to claim the refund. If you are a court-appointed rep-resentative, file the return and include a copy of the certificate that shows your appointment. All other filers requesting the deceased taxpayer's refund must file the return and attach Form 1310.

[IRonMaN]

I believe there is a nice little box to check in the program that kills off the form 1310 in those situations.

[PortlandBarb]

iron man--i spent 1/2 hour with a pro series rep and did not find that box. where is it?  

[IRonMaN]

It's near the top of page 2 of the electronic filing information worksheet.

[PortlandBarb]

 You would think that this would solve the problem but it does not.  The disconnect is between the EF screen and the 1310.  Once you check the box you have to go to 1310.  There you are forced to check Box C.

[IRonMaN]

Have you deleted the 1310 and then gone back to check the box that the spouse is the personal representative?