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Level 2

Question

Form 1310

Forum|Forum|5 years ago
March 19, 2021
1 reply
0 views

I am the executor for my mother's estate and she is due an IRS refund for 2020. There is no probate or estate accounts set up, I have her will stating that I am her executor but the directions ask for form 1310 and court certificate showing I am her representative. Nothing went to court, her will was certified and filed with the state of Washington but no further action was needed. What do I need to send the IRS?

Kim

Forms

Level 15

@heidismokey wrote:

What do I need to send the IRS?

Obviously you need to prepare and file the final 1040 and also the completed Form 1310 with Box C checked in Part I.

heidismokeyAuthor

Level 2

I understand that but what so called court certificate will be necessary. None of the estate went into probate we only have her will that shows I am the executor.

Level 15

@heidismokey wrote:

I understand that but what so called court certificate will be necessary.

In your case, it is not necessary to include a court certificate.