99mtamchamp Posted October 9, 2008 Report Share Posted October 9, 2008 In ATX I received an error message after e-filing: It said that if you have a taxpayer who dies (filing single) the personal rep information must be entered. I know it has to go on form 1310 if receiving a refund, but this taxpayer owes. Can any one tell me where this infor is entered in the ATX software. Thanks in advance Quote Link to comment Share on other sites More sharing options...
kcjenkins Posted October 9, 2008 Report Share Posted October 9, 2008 On the 'Filers Info' tab, you put in the DOD. Then, even if there is no refund, I attach a 1310. If the person signing is not the spouse, I attach a copy of the court appointment Quote Link to comment Share on other sites More sharing options...
mcb39 Posted October 10, 2008 Report Share Posted October 10, 2008 On the 'Filers Info' tab, you put in the DOD. Then, even if there is no refund, I attach a 1310. If the person signing is not the spouse, I attach a copy of the court appointment KC....can these be e-filed? I thought not. Quote Link to comment Share on other sites More sharing options...
taxperson Posted October 11, 2008 Report Share Posted October 11, 2008 It can be e-filed but since there's tax owed, the 1310 isn't needed. On the Efile Info form there's a checkbox below the PIN method boxes, upper left corner, for "Personal Representative". Check the Personal Rep box then put in the name of the rep in the area labelled Section C. The Personal Rep will also enter the PIN information for the decedent, in effect "signing" the electronic return. Quote Link to comment Share on other sites More sharing options...
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