Form 1310

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.

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Form 1310

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

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