dhigg1927
New Member

Deceased taxpayer can I direct deposit the return to my bank account

 
Fern
New Member

After you file

If a refund is due you should also complete Form 1310, Statement of Person Claiming Refund Due a Deceased Taxpayer, and file it with the tax return. You should request a paper check for the refund. Direct deposit to an account that is not in the deceased taxpayer's name can be rejected by the bank.

View solution in original post

vlmargolis
Returning Member

After you file

Form 1310 doesn't have a box to identify a request to have the attached joint return refund check be issued in my name only.

Has a box for reissuing a check.  I don't want to have to wait for the check and have to send it back.

 

I don't yet know the answers to all of the questions on Part II.

Instructions say you don't have to file Form 1310 if you are a surviving spouse and filing a joint return.

vlmargolis
Returning Member

After you file

Form 1310 doesn't have a box to identify a request to have the attached joint return refund check be issued in my name only.

Has a box for reissuing a check.  I don't want to have to wait for the check and have to send it back.

 

I don't yet know the answers to all of the questions on Part II.

Instructions say you don't have to file Form 1310 if you are a surviving spouse and filing a joint return.

And yes I do want a paper check.

After you file

My husband died. I filed his return using Turbotax. At the end of filing I was asked if the taxpayer is deceased...I checked yes,entered MY direct deposit info and received his tax refund. Hope my info. helps.

After you file

Turbo didnt ask me if my husband was deceased at the end...only in the beginning could i state he passed. 

did u file jointly?

 

After you file

i already know about the bank no name on account, had to have death cert to deposit ck in 2019...

CRPoole69
Returning Member

After you file

How long did it take? I filed 1310 form for my dad and also requested to be DD. They received them 6 weeks ago but still no updates on website. But his state check came in last week? So, I'm just wondering how long it's gonna take them to actually approve his stuff and hopefully DD into my account 

KatrinaLO
Intuit Alumni

After you file

You would need to contact the IRS for further assistance regarding this matter. Their phone number is 800-829-1040. https://www.irs.gov/help/telephone-assistance

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

After you file

you can only direct deposit to the Estate bank account of the deceased, which you should already have established.

After you file

I am still waiting as well. I filed on mar4th. Have you received a xheck or the DD yet? TIA.

SForrestLO
Intuit Alumni

After you file

@nickzamora1987

 

It can take anywhere from a few days to 3 weeks to update and show the status. The 21 days is just an estimated time frame. The IRS began processing returns on 2/12, you may not find a record of it or the website may say that you have put in incorrect information when tracking your federal refund. As your return moves through the system, the status of it will be updated. Since Turbo Tax will not have the status of your refund, continue checking the Where’s My Federal Refund tool for updates. Updates are made daily, usually overnight.

 

What does pending mean?

 

Please use this link to track your refund from the IRS

 

Tax Season Refund Frequently Asked Questions

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
JohnK1927
New Member

After you file

I completed my dad's deceased tax return using turbo tax and requested that his refund be deposited into his estate bank account.  I had to mail in the return since I was unable to file electronically. Will this be a problem? I am still not seeing the refund in his checking account and it is almost one month since I filed.

CatinaT1
Employee Tax Expert

After you file

That shouldn't be an issue.

 

According to this IRS update as of April 16th:  

 
 

The IRS is now opening mail within normal timeframes. The IRS has also made significant progress in processing prior year returns. As of April 9, 2021, we had 1.5 million individual tax returns received prior to 2021 in the processing pipeline. Including current year returns, as of April 9, 2021, we had 16.2 million unprocessed individual returns in the pipeline. Unprocessed returns include those requiring correction to the Recovery Rebate Credit amount or validation of 2019 income used to figure the Earned Income Tax Credit (EITC) and Advance Child Tax Credit (ACTC). This work does not require us to correspond with taxpayers but does require special handling by an IRS employee so, in these instances, it is taking the IRS more than 21 days to issue any related refund. If, as a result, a correction is made to any RRC, EITC or ACTC claimed on the return, the IRS will send taxpayers an explanation. Taxpayers are encouraged to continue to check Where’s My Refund? for their personalized refund status and can review Tax Season Refund Frequently Asked Questions.  

 
 

How long you may have to wait: The IRS understands the importance of timely processing of tax returns and refund issuance. We are processing returns received over the summer and fall in 2020 due to the extended July 15, 2020 tax filing due date. While the majority of 2019 refund returns have been processed, in some cases, we are processing tax returns that were mailed with a payment even though payment associated with these returns have been processed by the IRS. However, we are rerouting tax returns and taxpayer correspondence from locations that are behind to locations where more staff is available, and we are taking other actions to minimize any delays. Tax returns are opened in the order received. As the return is processed, it may be delayed because it has a mistake including errors concerning the Recovery Rebate Credit, is missing information, or there is suspected identity theft or fraud. If we can fix it without contacting you, we will. If we need more information or need you to verify that it was you who sent the tax return, we will write you a letter. The resolution of these issues depends on how quickly and accurately you respond, and the ability of IRS staff trained and working under social distancing requirements to complete the processing of your return.  

 
 

What you should do: If you filed electronically and received an acknowledgement, you do not need to take any further action other than promptly responding to any requests for information. If you filed on paper, check Where’s my refund? If it tells you we have received your return or are processing or reviewing it, we are processing your return, but it may be under review. We’re working hard to get through the backlog. Please don’t file a second tax return or contact the IRS about the status of your return.  

 
 

E-filing your 2020 tax return: To e-file you will need to enter your AGI from your tax year 2019 tax return.  If your 2019 return has not yet been processed, you may enter $ 0 (zero) as your prior year Adjusted Gross Income. If you used the Non-Filers: Enter Payment Info Here tool last year to register for an Economic Impact Payment, enter “$1” as your prior year AGI. See Claiming the Recovery Rebate Credit if you aren’t required to file a tax return.  

 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
CRPoole69
Returning Member

After you file

Still nothing...have you received yours yet? When I called the IRS they said everything I had done was correct when I printed and mailed off the return with the 1310 form as well. They also told me it could be DD into my account but now I'm thinking I should of just done paper check because I received his state refund with a 3 weeks of filing.