Can't e-file for deceased mother

[ardborder37]

I am the court appointed executor on my Mom's Estate. I hired an accountant to file her taxes for 2021. She passed 2/10/22. Because she was only here for 6 weeks in 2022, I decided to file using TurboTax and save some money. However, after going through everything and paying for the service, it says I can't e-file. That is the only reason I paid for TurboTax - to e-file. I submitted Form 1310 to the IRS last year, so it's already on file. Why can't I e-file, and if it isn't possible, how can I get a refund from TurboTax for buying a service they can't provide.  I can file it the "old-fashioned" way by mail and submit without TurboTax's help.

[Anonymous_]

I am sorry for your loss.

This is most likely because the program is not going to let you file without a (current) 1310 with box B checked and that will require printing and mailing the return with the court appointment attached.

If you want a refund, use the link below to contact Support.

How do I contact TurboTax? (intuit.com)

[ardborder37]

Unfortunately, that is not true.

I have a 1310 on file with the IRS from last year, and I checked box B, but it told me I cannot e-file unless I select box C - which says it is being filed by someone OTHER than the court appointed executor.  So just for fun, I tried filing that way and it said I can't file for another person UNLESS I am the court appointed executor. 

I called support and was given terrible suggestions that were irrelevant to what I was asking. I called a second time and was cut off before I could even ask. I called a 3rd time and also got someone with seemingly no tax experience, and finally, the 4th person gave me the link to refund my TurboTax purchase. BUT, when I did that, 2 days later, I got an email saying I was ineligible for a refund because I printed the forms (so that I would have my info saved). 

This whole experience was a complete waste of time and money. Needless to say, I am a very unhappy customer and will likely file a claim with my credit card company. It's bad enough having to deal with the loss of my Mom, but this experience just added to the stress and frustration of a difficult situation.

[Anonymous_]

I recently e-filed a test return with Box B checked. If you could not do so you either have some situation where the program is preventing you from e-filing or there is an input error at some point.

[ardborder37]

I printed form 1310 out…twice. I spoke with 3 reps on the phone, and none of them could figure it out. I ended up using a different service without any problems. 

[ardborder37]

P.S. No input error as verified by the program and the 3 agents I spoke with.