Personal Representative for deceased taxpayer no will or executor

Forum|Forum|4 years ago
April 5, 2022
3 replies
62 views

My Grandmother passed away in February 2022. We have done her taxes for the last 6 years with Turbo Tax and because she is now deceased it is asking who is the "Personal Representative for deceased taxpayer" There is no executor of her estate as she does not have anything and she does not have a will. Her son and daughter transferred everything to them prior to her death including bank accounts etc What do I need to put in this Box to be able to submit the taxes? Do we need an executor just for a $19 refund she is getting?

Best answer by Anonymous_

@Mel617 wrote:

Do we need an executor just for a $19 refund she is getting?

No, but Form 1310 needs to be filed by the personal representative in order to get a refund.

See https://www.irs.gov/publications/p559#en_US_2021_publink100099488

A personal representative of an estate is an executor, administrator, or anyone who is in charge of the decedent's property.

Anonymous_Answer

Level 15

@Mel617 wrote:

Do we need an executor just for a $19 refund she is getting?

No, but Form 1310 needs to be filed by the personal representative in order to get a refund.

See https://www.irs.gov/publications/p559#en_US_2021_publink100099488

A personal representative of an estate is an executor, administrator, or anyone who is in charge of the decedent's property.

LeonardS

Level 14

No, you may sign as the "Personal Representative" and you will have to file Form 1310 to receive the $19 refund.

Follow these steps to file Form 1310

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

This TurboTax link https://Can I file Form 1310 in TurboTax? has information you may find useful/

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