I understand, but that's part of the problem.
The instructions to form 1310 read: "For purposes of this form [1310] , a personal representative is the executor or administrator of the decedent’s estate, as appointed or certified by the court."
Such a court order is issued pursuant to probate. But there is to be no probate as the entire estate is within a living trust, of which I'm the successor trustee. The 2021 return will be in the name of the trust. Catch 22.
Could I leave the money with the IRS to be applied to 2021 taxes? Or is there a problem with this because the refund is in the name of the decedent (filed under SS #) and the return will be in the name of the trust (filed under an EIN)?
This must be a common issue, but I can find nothing that addresses it. Thanks for any help you can provide.
