Form 1310

[sherschneider]

The instructions state that a court certificate must accompany Form 1310 in order to get the refund. I don't see any way to get that court certificate other than to probate the will. The instructions clearly state that a copy of the will is not sufficient. We have been advised not to probate the will because my parent didn't own anything, residing in memory care for the last 4 years of her life. It would cost more to probate the will than the amount of the refund. However, leaving money in the government's pocket is not desirable either. Suggestions?

[M-MTax]

Check box C in Part I

[sherschneider]

Part 1?

[M-MTax]

Yep, Part I   https://www.irs.gov/pub/irs-pdf/f1310.pdf

Since this site is hosed, do a google search for form 1310. You want to check Box C in Part I and you don't need to submit any kind of documentation.

[sherschneider]

Thank you! Done!

[KathrynG3]

Form 1310 can be filed in TurboTax. For more information, see: Can I file Form 1310 in TurboTax?

Our condolences for your loss. 

You may wish to review this resource for more tax guidance about your situation: Death in the Family.

For full details, see IRS Resource: 2020 Publication 559: Survivors, Executors, and Administrators

@sherschneider