Form 1313

[vectorbuster]

When will form 1310 be available for the 2021 tax season?

[Anonymous_]

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@vectorbuster wrote:

When will form 1310 be available for the 2021 tax season?

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3/3/2022.

See https://care-cdn.prodsupportsite.a.intuit.com/forms-availability/turbotax_fed_online_individual.html

[vectorbuster]

I see by the link that it is supposed to be ready

Form 1310  Stmt of Person Claiming Refund Due a Deceased Taxpayer

Print 03/03/2022

Efile 03/03/2022

However when i  update and run TT  it still shows, "Ready Soon"  and will not let me complete the taxes.

[Anonymous_]

Are you preparing a return for a deceased taxpayer?

Form 1310 is not scheduled to be ready until 3/3/2022. The program will indicate that the form is not yet available and the date could very well change.

[vectorbuster]

Yes I am preparing tax for a deceased taxpayer.

[Anonymous_]

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@vectorbuster wrote:

Yes I am preparing tax for a deceased taxpayer.

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Then you must file Form 1310 if you are claiming a refund on behalf of a deceased taxpayer and:

• You are NOT a surviving spouse filing an original or amended
joint return with the decedent; and

• You are NOT a personal representative (defined later) filing,
for the decedent, an original Form 1040, 1040-SR, 1040A,
1040EZ, 1040NR, or 1040-NR that has the court certificate
showing your appointment attached.

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

[vectorbuster]

I will check box  C    Person other than A or B, claiming refund for the decedent’s estate 

However, I still am waiting for the Form 1310 to be available in TurboTax    

[Anonymous_]

Keep checking.

Hopefully, the form will be finalized earlier than March 3rd.

[vectorbuster]

Ok thanks

In addition after filling out the form 1310 in TurboTax,  will i be able to file everything including the 1310 by efile or will I have to send the signed form in separately from the efile or should i just send everything in by snail mail?

[Anonymous_]

TurboTax supports e-filing with Form 1310, generally, but there are certain situations where the return must be printed and mailed.

[vectorbuster]

Ok Thanks.  I will wait for the form fill it out and see if the efile goes through.

Thanks, that is the end of my questions.

[Anonymous_]

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@vectorbuster wrote:

Ok Thanks.  I will wait for the form fill it out and see if the efile goes through.

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The program will alert you ahead of time if the return cannot be e-filed due to the inclusion of the form.