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Sorry, thought this title had something to do with my forehead. Is 1310 really the applicable form since no refund is being requested? The Personal Representative / executor / their attorney can sign a final tax return and the courts don't have to appoint one. The attorney should want to cover his rear that no tax liability is due before any final disbursements are made. As long as no refund is requested, I've never had the IRS question it. I'd save all your work and make notes. A tax return really should be filed IMO.

Never trust what an attorney, stock broker, or RE agent says about taxes. Always verify!

If the account is closed, or there is insuffient money in it to make the payment, you do not have to do anything. Thr payment will not be triggered. Just make the payment on-line, or mail a check.

If a refund is due, you can file a tax return without the will being probated and without a court appointed executor. My wife signed her mother's tax return who passed in early 2018 with this exact scenario. Suggest you review instructions for Form 1310.

See if this is helpful - https://www.irs.gov/payments/pay-taxes-by-electronic-funds-withdrawal

I prepared certification forms for my clients to sign who have CTC, ACTC, ODC, or OATC on their tax returens. I do not have enough HOH or EITC clients to worry about standardized forms. I have my clients read through the IRS garbage and then sign the certification, which I keep in my file as proof that I tried to be an IRS agent for a few minutes qand grill my clients. Most of the clients comment about the IRS language, especially about the definition of "dependent" for many of the credits. It gives them a new perspective of what we have to put up with year after year with more and more clarifications and exceptions to prior definitions. One client even said "Is the IRS nuts or what?" I just smiled . Anyhow, I have attached the forms I produced in case others would like to adopt them or modify them for their use. CTC, , ODC CERTIFICATION.pdf AOTC TAX CREDIT CERTIFICATION.pdf

Ringers, I was trying to prepare a document like yours, but I was getting frustrated. You did a beautiful job. Thank you very much for sharing.

If the payment date is 3/15 or 4/15, you might be able to cancel it. Then schedule a new payment by phone or EFTPS. Last year, I efiled a return with Federal estimated tax payments scheduled. I had to cancel the last payment, so I called EFTPS and the agent was able to help.

In the middle of the bill is what I believe to be new tax extender : Sec. 122. Exclusion from gross income of discharge of qualified principal residence indebtedness (sec. 108(a)(1)(E)). The provision provides through 2019 a maximum exclusion from gross income of $2,000,000 for a discharge of qualified principal residence indebtedness. Generally, indebtedness must be the result of acquisition, construction, or substantial improvement of primary residence. The provision also modifies the exclusion to apply to qualified principal residence indebtedness that is discharged pursuant to a binding written agreement entered into before January 1, 2020. Very interesting, how many taxpayers really need a $2,000,000 exclusion ? I'll bet there is a special favor behind the inclusion of this item!!!!