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gabespiva
New Member

When filing for a deceased person, but having the refund e-filed and deposited into an account with only their name on it, do I still need to fill out this form?

 
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2 Replies
DDollar
Expert Alumni

When filing for a deceased person, but having the refund e-filed and deposited into an account with only their name on it, do I still need to fill out this form?

According to the IRS, If the decedent is due a refund of any individual income tax (Form 1040), you may claim that refund using IRS Form 1310, Statement of a Person Claiming Refund Due a Deceased Taxpayer. You should file Form 1310.  For information on filing Form 1310, see the following FAQ:

https://ttlc.intuit.com/replies/3300099



When filing for a deceased person, but having the refund e-filed and deposited into an account with only their name on it, do I still need to fill out this form?

Same question. I do not want to claim the refund. I just want it to be issued in the deceased persons name or Estate of:. The 1310 does not appear to do this.

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