Form 1310

Forum|Forum|2 months ago
June 6, 2026
3 replies
35 views

My mom passed away in Feb 2026 before her 2025 taxes were filed. So this will not be her final return. However, she did have a refund coming. She had a revocable trust and I am the successor trustee named on the trust. Am I required to file form 1310? I have filed her 1040-SR electronically.

TurboTax Online

M-MTax

Level 15

You should generally file a 1310 unless you are a surviving spouse or a court-appointed rep.

fanfare

Level 15

If you already filed, refund will be payable to

"Estate of <decedent>"

M-MTax

Level 15

wrote:
If you already filed, refund will be payable to
"Estate of <decedent>"

That is correct if you already e-filed, . It is now too late to mail a 1310.

You will likely need to open an account for the estate to deposit the check. However, did you indicate on the 1040 that she passed before filing the 2025 return? If not, the check could be issued to her in her name (I've seen this happen) in which case you would probably need to make a trip to your local IRS office to get the check re-issued (you'll need proper documentation.