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Letters Testamentary will arrive after tax day

My mom died in December and I had my probate hearing on March 25. I'm just waiting for the letters testamentary to arrive in the mail, which my lawyer says will take about 3 weeks from the hearing. I'm filing form 1310, which requires the court papers naming me executrix. Since I can't e-file her return, I won't have the letters in time to mail with the return. Any advice?

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2 Replies

Letters Testamentary will arrive after tax day

You can file an extension. 

 

https://www.irs.gov/pub/irs-pdf/f4868.pdf

 

A 1310 is not needed if you are the personal representative and have a court cert showing your appointment.

Letters Testamentary will arrive after tax day

Okay, thank you. Extension it is.

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