Form 1310 help

[katsullivan-sbcg]

What documents do I need to send with a  form
1310

[Cynthiad66]

I am sorry for your loss.

You must attach a copy of the court certificate showing your appointment. But if you have already sent the court certificate to the IRS, complete Form 1310 and write “Certificate Previously Filed” at the bottom of the form.  The IRS doesn't need a copy of the death certificate or other proof of death.

Yes, you can file IRS Form 1310 in TurboTax to claim the tax refund for a decedent return (a return filed on the behalf of a deceased taxpayer). Here's how:

1. Open the Personal Info section of your return
2. Click on Passed away before filing this return
3. Provide the date passed away
4. Search for form 1310 and select the jump to link
5. On the Complete a claim for refund screen, select Yes
6. 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

[s d l]

@Cynthiad66 

I'm filing the 1310 together with the 1040 by mail. Where do I attach the court certificate: right behind the 1310 page or somewhere else?

The turbo tax instruction page only has instructions for the 1099R to be attached to the front of 1040, does not say anything about the court certificate.

I am assuming also that the order of the forms that Turbo Tax prints them is correct? in this case, the 1310 is after 8960 and before 8283

thanks

Steven

[LenaH]

Please mail in the tax return as it is printed from TurboTax. You can attach the court certificate after the last page of the printed return.

@s d l