DianeW777
Expert Alumni
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Yes, that is correct if she has a refund. The actual form number is 1310, which may be causing the issue. 

You will complete the tax return with any income or deductions the decedent had before death.  If there is a refund, you will want to add a From 1310 to the tax return.

 

When you enter the personal information you will see the following question.

  • Let's check some other situations - Select 'I am preparing this return for Name who has passed away'
  • Enter the date passed away, then continue with the return.

Use the link below to file Form 1310 to receive a refund if it applies. Select the version of TurboTax you are using.

Check the rules for the state return if the decedent has state income tax.

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