Form 1310

[mootzie]

My mom passed away in Feb 2026 before her 2025 taxes were filed. So this will not be her final return. However, she did have a refund coming. She had a revocable trust and I am the successor trustee named on the trust. Am I required to file form 1310? I have filed her 1040-SR electronically. 

[M-MTax]

You should generally file a 1310 unless you are a surviving spouse or a court-appointed rep.

[fanfare]

If you already filed, refund will be payable to 

"Estate of <decedent>"

@mootzie