Yes, you can edit Form 1310 (Statement of Person Claiming Refund Due a Deceased Taxpayer) in the Online program before you submit your return.
Edit Form 1310:
- Open or continue your return.
- Search for "1310" in the Search box.
- Click on the "Jump to 1310" link... when you land on the screen, "Complete a Claim for Refund.", you can answer Yes (or continue) to go through the screens (changing the representative's information, the reason for the claim, or how the refund should be issued as needed).
If the search doesn't work, make sure you have correctly marked the taxpayer as deceased in the Personal Info (or "My Info") section. The program won't generate or allow edits to Form 1310 unless the "Passed away" box is checked for that individual.
Note: If you are a court-appointed representative (Box B): You may not be able to e-file because the IRS requires you to attach a copy of the court certificate. Thus, you may need to print and mail the return.
If you are not court-appointed (Box C): You can generally e-file without an issue.
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