I want to e-file 1040 of deceased person and have refund deposited to the bank account of her estates. I am her court-appointed personal representative.
1) During review, Turbotax software states, "The taxpayer is deceased and the return shows a refund is due. To e-file this return, Form 1310, Statement of Person Claiming Refund Due a Deceased Taxpayer must be completed."
2) Online help chat says I can e-file 1040 and send Form 1310 separately.
3) Form 1310 asks for name and SSN of person claiming the refund. I want the refund to go to the deceased's estate, which has an EIN, not a SSN. I don't want the refund to go to me.
4) IRS Pub 559 ("Name, Address, and Signature" section) states, "if a personal representative has been appointed, that person must sign the return."
5) IRS Pub 559 ("Refund" section) states, "Form 1310 doesn't have to be filed if (a) you are claiming a refund and (b) you are a court-appointed or certified personal representative filing the decedent’s original return and a copy of the court certificate showing your appointment is attached to the return.
I'm looking for simple answers to the following questions:
a) Can I e-file using Turbotax?
b) Using Turbotax, can I direct the IRS to deposit the refund into the deceased's estate bank account?
c) If Turbotax requires me to fill out Form 1310 (even though the IRS doesn't) how do I compete the top section that asks for a name and SSN?
d) Given that the IRS doesn't require Form 1310, do I need to sign and mail it to the IRS or is it sufficient to mail a copy of the court order that appoints me as the personal representative?
