Form 1310

Filing for deceased brother as court qualified executor. Everything says I need form 1310. Turbotaz puts on the printout of 1310 the watermark "Do not file." The instructions say I can mail 1310, and file, but when I try to efile it says I can't because form 1310 can't be efiled.

Am I stuck with printing and mailing the whole thing? Or is there some other step I am missing?

337

Expert Alumni

Feb 6, 2022 2:05:50 PM

Yes, you can file IRS Form 1310 in TurboTax to claim the tax refund for a decedent return (a return filed on the behalf of a deceased taxpayer). Here's how:

Open the Personal Info section of your return
Answer Yes to I'm preparing this return for Taxpayer, who has passed away and provide the date passed away
Search for form 1310 and select the jump to link
On the Complete a claim for refund screen, select Yes
Continue through the screens. We'll give you the option of paper-filing the form by itself or including it with the decedent's return when filed.

These links Can I file Form 1310 in TurboTax? and Can I e-file a tax return for someone who is deceased? have information you may find useful.

Why sign in to the Community?

Form 1310