I'll jump on the bandwagon. Turbotax has it wrong, and it is mind-boggling that they have ignored this for so long. It makes one wonder how reliable anything else is in their software. PLEASE, for the sake of those unfortunate souls who buy your software in the future (certainly no one on this thread), FIX THIS PROBLEM.
Form 1310 (Statement of Person Claiming Refund Due a Deceased Taxpayer) is used to claim a tax refund on behalf of a deceased taxpayer when there is no court-appointed personal representative.
You must file Form 1310 if:
You are not a court-appointed executor or administrator, but you are claiming a refund for a deceased taxpayer (e.g., a surviving spouse, child, or other heir).
A court-appointed personal representative (executor or administrator) does NOT need to file Form 1310. Instead, they simply attach a copy of the court appointment document (Letters Testamentary or Letters of Administration) to the tax return.
When Filing Electronically (E-File issue)
Some tax software (like TurboTax) incorrectly requires Form 1310 for any refund claim when a taxpayer is deceased, even when a court-appointed representative is filing. If this happens, you may need to paper-file the return instead.
