Thank you for the additional information, snip44. The fact that your state is California explains a lot. No special tax form for claiming a refund on behalf of a deceased taxpayer printed with your TurboTax return because California is one of those (few) states that does not have its own special form for this function.
Instead, the California Franchise Tax Board tells us the following in these circumstances:
"The person claiming a refund on behalf of a deceased taxpayer must show that he/she is:
- The administrator or executor of the deceased taxpayer's estate by attaching certified copies of the letters of administration or letters of testamentary to the return, or
- Entitled to the refund as the deceased taxpayer's surviving spouse or sole beneficiary under the California Probate Code. Attach to the return a copy of Federal Form 1310, Statement of Person Claiming Refund Due a Deceased Taxpayer, or a copy of the death certificate."
You can verify this information at these official California FTB webpages:
https://www.ftb.ca.gov/individuals/FileRtn/6.shtml#3
https://www.ftb.ca.gov/individuals/faq/deceased.shtml
Thank you again for asking this important question.
