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Returning Member
posted Mar 20, 2023 11:12:56 AM

Form 1310 verify prior year AGI

I'm hoping someone could help soon.  Both my parents died in 2022 and I'm filing a final return for a small refund.  I completed form 1310.

During the e filing turbotax asks for my mothers 2021 AGI which i have.  The next screen asks for my? prior year agi?

Should I enter my AGI or maybe is it asking for my fathers, which of course is the same as my mothers.

 

Thanks in advance.

0 3 326
1 Best answer
Level 15
Mar 20, 2023 11:19:38 AM

I am very sorry for your loss.

 

Note the following:

 

Name of Decedent
If you are filing a joint return for spouses who are both deceased and you are required to file Form 1310, you must do the following.
• Complete a separate Form 1310 for each spouse.
• Attach both of these completed Forms 1310 to the return.

 

See https://www.irs.gov/pub/irs-pdf/f1310.pdf

3 Replies
Level 15
Mar 20, 2023 11:19:38 AM

I am very sorry for your loss.

 

Note the following:

 

Name of Decedent
If you are filing a joint return for spouses who are both deceased and you are required to file Form 1310, you must do the following.
• Complete a separate Form 1310 for each spouse.
• Attach both of these completed Forms 1310 to the return.

 

See https://www.irs.gov/pub/irs-pdf/f1310.pdf

Returning Member
Mar 20, 2023 11:24:30 AM

thank you.

I did complete 2 form 1310

My question is I verified my mothers AGI when asked.  Then it asks for MY? agi.  Is that correct?

 

 

Level 15
Mar 20, 2023 11:29:24 AM

That would be the program requesting that information and, I presume, it would be the AGI of the taxpayers for whom you are filing (for verification purposes for e-filing).