Form 1310

Forum|Forum|5 years ago
February 17, 2021
3 replies
40 views

02-17-21 . I am filing a return for my mother who died in 2020. I did note that she died when TurboTax asked the question and the program printed a DECEASED notation on the top of the 1040-SR form. However TT did not produce a Form 1310. Then I looked for the form in TT and found that one had been partially completed. I completed the form and printed it but there is a watermark overprinted on the form that says DO NOT FILE; FORM NOT FINAL. Then I searched for the form on the IRS website and found the same version as is in TT. There is no indication the form is under revision. Should I print the IRS Form (no overprint) and file it or wait for some (uncertain) revision?

TurboTax Basic Windows

M-MTax

Level 15

You've got to print and mail that form so there's no use waiting for turbotax.

RayW7

Level 12

I am sorry for your loss.

Form 1310 is not available for E-file or mail as of this writing.

Statement of Person Claiming Refund Due a Deceased Taxpayer should be available on 03/04/21. I would wait to file if possible.

Form 1310 cannot be e-filed. You can prepare the form and then mail it in to the same IRS Service Center as the decedent's tax return would be mailed to. You would complete the form as their personal representative.

See Form and instructions in link below.

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

When will my forms be ready?

M-MTax

Level 15

Yeah, I wouldn't wait another 2+ weeks for the form to be available in turbotax......you can't e-file it anyway so it's pointless to wait. I'd print my return and then complete my 1310 and print that....combine the two and mail the whole thing now.

kvgroth2

Level 2

Actually you can efile with the 1310 included ounce it is available in TurboTax

rudyallen

Level 2

I would hope that we can e-file with the 1310 form.

Why the delay with having the form 1310 ready. What's so difficult about it from last year?

DoninGA

Level 15

@rudyallen wrote:

I would hope that we can e-file with the 1310 form.

Why the delay with having the form 1310 ready. What's so difficult about it from last year?

Form 1310, Stmt of Person Claiming Refund Due a Deceased Taxpayer is scheduled to be available on 03/04/2021 and can be e-filed or printed.

Website - https://care-cdn.prodsupportsite.a.intuit.com/forms-availability/turbotax_fed_windows_individual.html