LenaH
Employee Tax Expert

Get your taxes done using TurboTax

The screen I am referring to is shown below. It states if you did not already provide the IRS with a court certificate showing your appointment as personal representative, you need to mail the certificate in with the return. If you elect to e-file, you can just mail the Form 1310 with a copy of the certificate. 

 

 

Publication 559 states:

 

Form 1310 doesn't have to be filed if you are claiming a refund and either of the following applies ...

Since you cannot attach the court certificate to the return with a PDF file, then you must mail it in with Form 1310. 

 

Here are the instructions to mail in the entire return with the required attachments.  

 

@Prof_LN 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"