e-file 1040 for deceased??

Forum|Forum|5 months ago
February 26, 2026
2 replies
220 views

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.

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?

Tax Advice

M-MTax

Level 15

@user17721348628 wrote:
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?

You can e-file provided you can attach a copy of your court appointment to the return and the refund can go directly to the estate's bank account (e.g. "Estate of xxxx") unless you file a 1310 (in which case you can get a refund check made payable to you).

M-MTax

Level 15

@user17721348628 wrote:
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?

You don't need a 1310. If TurboTax requires a 1310 and/or you can't upload your appointment (for some reason), you should simply mail the return and a copy of the appointment.