e-file 2025 returns after I mailed IRS 1310 for my deceased parent. Conflicting TurboTax screens

Forum|Forum|4 months ago
February 4, 2026
1 reply
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Parent died in 2025. I am the court-appointed PERSONAL REP (box b checked when TurboTax asked). I indicated her exact date of death and spent several hours entering all of the information required for e-filing.

I received one screen that said i can't e-file because "The B box is checked in Part I of Form 1310, Statement of Person Claiming Refund Due a Deceased Taxpayer."

Then after the Smart Checks were completed, TurboTax says "We Recommend E-filing Your Federal Return"

This is bizarre. I mailed the form 1310 to IRS already to establish a fiduciary relationship and to claim the refund as PERSONAL REP.

Has anyone taken the gamble and e-filed in this situation and what was your experience?

M-MTax

Level 15

@CIBOROWSKI109 wrote:
I received one screen that said i can't e-file because "The B box is checked in Part I of Form 1310, Statement of Person Claiming Refund Due a Deceased Taxpayer."

You didn't need to check that box because you are filing an original return AND you are a court-appointed personal representative (that box is only checked if you are filing Form 1040-X, an amended return, or Form 843).

In your case, Form 1310 does not need to be filed; only the original return along with your certificate (or other documentation) of your court appointment,