Kea Posted April 5, 2009 Report Share Posted April 5, 2009 My father passed away in January and his will is with the lawyer somewhere in the court process. I will be the executrix. I am the sole heir. If I understand correctly, I can't sign / submit his return until I have been appointed by court? Since it will be an original return, I don't need a Form 1310 for the refund? If the Form 1310 is not attached, I can e-file it? If it can be e-filed, I should submit the letter of testamentary with a Form 8453 - or do I just keep in my files? Thanks Quote Link to comment Share on other sites More sharing options...
Lion EA Posted April 5, 2009 Report Share Posted April 5, 2009 It's been awhile, but I think if it's not the spouse, that Form 1310 IS needed for a refund. Quote Link to comment Share on other sites More sharing options...
TAXBILLY Posted April 5, 2009 Report Share Posted April 5, 2009 Sorry to hear about your dad. My advice would be to file an extension and wait to see how things sort out. If there is a refund you will need a 1310. taxbilly Quote Link to comment Share on other sites More sharing options...
Catherine Posted April 5, 2009 Report Share Posted April 5, 2009 Kea, My sympathies on your loss. Quote Link to comment Share on other sites More sharing options...
bstaxes Posted April 5, 2009 Report Share Posted April 5, 2009 My sympathies also on you loss. Quote Link to comment Share on other sites More sharing options...
Kea Posted April 5, 2009 Author Report Share Posted April 5, 2009 Thanks for the advice - I figured I needed an extension, and was hoping I wouldn't need the 1310. I haven't mailed a return in a while. Thanks also for the sympathies. Quote Link to comment Share on other sites More sharing options...
Margaret CPA in OH Posted April 5, 2009 Report Share Posted April 5, 2009 Indeed, so sorry for your loss. Quote Link to comment Share on other sites More sharing options...
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