topic California. in Get your taxes done using TurboTax

Is there a form for the state return that indicates who is to get the refund when the filer is deceased?

snip44 — Wed, 05 Jun 2019 21:49:25 GMT

I have printed the state form and there is no information to submit that tells the state that the filer is deceased and who the refund should be mailed to?

Generally, there is such a tax form, for claiming a tax r...

GeoffreyG — Wed, 05 Jun 2019 21:49:27 GMT

Generally, there is such a tax form, for claiming a tax refund on behalf of a deceased taxpayer. Can you please tell us the state involved, so that we may better research your issue? Thank you.

the state is California.

snip44 — Wed, 05 Jun 2019 21:49:28 GMT

the state is California.

California.

snip44 — Wed, 05 Jun 2019 21:49:29 GMT

California.

Thank you for the additional information, snip44. The fa...

GeoffreyG — Wed, 05 Jun 2019 21:49:31 GMT

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.