taxguy057 Posted January 13, 2010 Report Share Posted January 13, 2010 I have a client who died in Oct. 2009. Her daughter contacted me about how we would go about filing her taxes. From what I researched you have to file a Form 1310 right? Anyone done a return like this and if so PLEASSSEEE, give me some insight cuz I'm lost. :dunno: Quote Link to comment Share on other sites More sharing options...
BulldogTom Posted January 13, 2010 Report Share Posted January 13, 2010 It has been a few years since I did one of these. It is still a 1040. You just fill in the date of death on the filer info tab. Is there any income generating activities that will need to be settled? Like a rental home, interest on bonds that mature after death, a business or trust that she was entitled to income from? If nothing like that, it will generally be a final return for the decedent with the executor of the will signing the return. I forget exactly what needs to go with the signature. Maybe someone else can chime in. Tom Lodi, cA Quote Link to comment Share on other sites More sharing options...
Pacun Posted January 13, 2010 Report Share Posted January 13, 2010 Jainen is sleeping so I will occupy his shoes. The first thing to do is: Don't assume that a refund is due since you don't have all the documentation in front of you. Don't mention form 1310 yet. Quote Link to comment Share on other sites More sharing options...
taxguy057 Posted January 13, 2010 Author Report Share Posted January 13, 2010 Jainen is sleeping so I will occupy his shoes. The first thing to do is: Don't assume that a refund is due since you don't have all the documentation in front of you. Don't mention form 1310 yet. I've done her return for the past two years. Its a simple 1040 and she claimed her granddaughter. No investments or other sources of income so we safe there. Just a regular o' garden variety 1040 tax return. PS Let "The Dragon" sleep! :P Quote Link to comment Share on other sites More sharing options...
kcjenkins Posted January 13, 2010 Report Share Posted January 13, 2010 You only need the 1310 if there is a refund due, and the person claiming the refund fits one of the categories in Part 1 of the form. If there is no surviving spouse, and there is a refund, you will need it. It's pretty self-explanatory tho, so you should have no trouble with it. Quote Link to comment Share on other sites More sharing options...
taxguy057 Posted January 14, 2010 Author Report Share Posted January 14, 2010 You only need the 1310 if there is a refund due, and the person claiming the refund fits one of the categories in Part 1 of the form. If there is no surviving spouse, and there is a refund, you will need it. It's pretty self-explanatory tho, so you should have no trouble with it. Thx! KC! Quote Link to comment Share on other sites More sharing options...
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