David Posted November 21, 2014 Report Share Posted November 21, 2014 I can't figure out what I need to do in order to e-file a decedent's final 1040. The decedent is due a refund and the court has appointed a personal representative. I included a pdf copy of the court appointment and tried e-filing with and without form 1310. Does anyone know a workaround or how I can get the return e-filed? Thanks. Quote Link to comment Share on other sites More sharing options...
TaxmannEA Posted November 21, 2014 Report Share Posted November 21, 2014 I believe that if you have a court-appointed administrator that the return needs to be paper filed. 2 Quote Link to comment Share on other sites More sharing options...
jklcpa Posted November 21, 2014 Report Share Posted November 21, 2014 Yes, must be paper filed. Quote Link to comment Share on other sites More sharing options...
David Posted November 21, 2014 Author Report Share Posted November 21, 2014 Thanks for clarifying. I thought if somehow I could attach the court order then I would be able to e-file. Quote Link to comment Share on other sites More sharing options...
SaraEA Posted November 22, 2014 Report Share Posted November 22, 2014 Note that no 1310 is needed. That's only used when there is no court appointed administrator (and the personal rep agrees to pay out the refund according to state law--usually happens when the person dies intestate). See the form instructions. 1 Quote Link to comment Share on other sites More sharing options...
Jack from Ohio Posted November 22, 2014 Report Share Posted November 22, 2014 if the decedent passed in 2013, e-file would have been possible before yesterday, Nov. 21. IRS stopped accepting all personal e-files yesterday to begin preparing for next season. If the decedent passed in 2014, the 2013 return can only be paper filed. Quote Link to comment Share on other sites More sharing options...
Recommended Posts
Join the conversation
You can post now and register later. If you have an account, sign in now to post with your account.