Comment

I have kind of the same problem.  Taxpayer died in 2021, his son is court appointed executor, and the return has a refund.  Instructions for 1310 (rev. December 2021) says I do not need to file the 1310, but I do need to attach a copy of court certificate showing appointment to the return.  Why is Lacerte diagnostic telling me I need to file form 1310?  I believe IRS changed their requirements with form 1310 this year and Lacerte maybe didn't update the software?