Background -
Sibling passed away earlier this year. I am named beneficiary/executor of Will as well as Retirement accounts which were rolled over so I haven't needed to invoke Will or create an Estate. Bank account had already been closed prior to death.
I filed 1040 and was directed to file 1310 by Turbo tax. Since there was no Estate and hence no EIN, I put my bank info on 1310. I received refund check from State in the name of Estate of Deceased but since it’s a very small amount, I don't plan on depositing it this year or even after next year's final tax return.
Federal refund check hasn't arrived yet but a letter from IRS has saying- "Refund not processed yet". It too will be a very small amount so I don't plan on depositing it this year or next year.
Questions -
1) Do I need to send an amended 1310 after going through the SS-4 etc. process to establish an Estate bank account just so IRS can issue a refund? I am trying to avoid that for small sums, due to major family health issues on multiple fronts.
2) For Final Tax Return - it will only be a W2, couple of 1099s with small interest amounts.
a) These W2/1099s will have SSN correct (since there is no Estate/EIN, there being no need)?
b) Is there a way to specify in Turbo tax that it is a final tax return?
c) So does the filing have to be 1040 Estate or can it be 1040 individual?
Am I missing anything? Anything I need to do specially or keep in mind?
Many thanks
