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Form 1310. Filing on behalf of deceased parent. Once I complete the Form 1310 page, the next page asks "let's confirm your SSN and DOB". Is this MY info or PARENT info?

 
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2 Replies
pk
Level 15
Level 15

Form 1310. Filing on behalf of deceased parent. Once I complete the Form 1310 page, the next page asks "let's confirm your SSN and DOB". Is this MY info or PARENT info?

@f-kay12345 , since you are filing for the decedent i.e. collecting the refund  of/for the decedent,  two names / details are required.  If you look at form 1310, it asks for the details of the decedent and  after that asks for  the "recipient's" name / address / SSN etc..   So , not knowing exactly where you are in the form interview , I would strongly suspect that TurboTax is asking for your ( the  recipient's ) SSN -- it should already have the decedent's details  since the  return is in the name of the decedent.

If it is possible for you to go/use forms mode you can see exactly what TurboTax is filling out and correct if required.

 

Does this help ?

Form 1310. Filing on behalf of deceased parent. Once I complete the Form 1310 page, the next page asks "let's confirm your SSN and DOB". Is this MY info or PARENT info?

I am using the online version so I don't think I can go to the Forms view, but I completed taxes and reviewed the tax return.  It appears that the info has been added to Form 1310 correctly (primary SSN and my SSN as who is claiming the refund). It was an interview screen that came up immediately after completing the 1310 questions. Follow up question: if I included Form 1310 as part of the electronic filing through TT, is that all that is required? The form appears to require signature, which obviously I cannot sign with online filing...

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