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File IRS Form 1310 if you want to claim the tax refund for a decedent return (that is, a return filed on the behalf of a deceased taxpayer).
Before you can get to the form, make sure you've entered the decedent's date of passing on the Do any of these apply to [taxpayer]? screen. You can go back to the Personal Info section and step through the taxpayer's screens again to make sure the date was entered.
After you've filled out the return, search for form 1310 inside your program and select the "Jump to" link. This will take you to the Complete a Claim for Refund screen. Answer Yes and follow the onscreen instructions.
We'll give you the option of paper-filing the form by itself or including it with the decedent's return when filed. Please follow the steps to print and mail in your return from the following Turbo Tax FAQ:
File IRS Form 1310 if you want to claim the tax refund for a decedent return (that is, a return filed on the behalf of a deceased taxpayer).
Before you can get to the form, make sure you've entered the decedent's date of passing on the Do any of these apply to [taxpayer]? screen. You can go back to the Personal Info section and step through the taxpayer's screens again to make sure the date was entered.
After you've filled out the return, search for form 1310 inside your program and select the "Jump to" link. This will take you to the Complete a Claim for Refund screen. Answer Yes and follow the onscreen instructions.
We'll give you the option of paper-filing the form by itself or including it with the decedent's return when filed. Please follow the steps to print and mail in your return from the following Turbo Tax FAQ:
I don't see a "Jump to" link. I have the form 1310 open with information filled in, I cannot print it and it did not print out with the return.
@docherty91 Please see this link for a screenshot of where you can find the jump to link.
File IRS Form 1310 if you want to claim the tax refund for a decedent return (that is, a return filed on the behalf of a deceased taxpayer).
Before you can get to the form, make sure you've entered the decedent's date of passing on the Do any of these apply to [taxpayer]? screen. You can go back to the My Info section and step through the taxpayer's screens again to make sure the date was entered.
After you've filled out the return, search for form 1310 inside TurboTax and select the Jump to link. You'll come to the Let's see if you need to file Form 1310 screen. Answer Yes and follow the instructions.
We'll give you the option of paper-filing the form by itself or including it with the decedent's return when filed.
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