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MimiK
New Member

tax return/refund for deceased mom

My mom died in Sept.  I have completed the Form 1310. 

 2 questions: 

1.  Since my information is on the 1310, can the refund be direct deposited into my account or do I need to have a paper check?

2.  Turbo Tax is asking for a Drivers License for the electronic filing.  Do I use hers or mine?

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1 Reply

tax return/refund for deceased mom

Suggest that you read IRS Pub 559 (Survivors, Executors, and Administrators) for a lot of good information about filing the final return and estate return and other requirements.

https://www.irs.gov/pub/irs-pdf/p559.pdf

 

Assuming that there is no surviving spouse who should be filing a joint return...

 

You cannot e-file because as the above IRS publication states:

 

Name, Address,
and Signature
Write the word “DECEASED,” the decedent's
name, and the date of death across the top of
the tax return. If filing a joint return, write the
name and address of the decedent and the surviving
spouse in the name and address fields. If
a joint return isn't being filed, write the decedent's
name in the name field and the personal
representative's name and address in the address
field.

 

There is no way to sign a e-filed return as required.

And form 1310 requires your signature.

 

As far as direct deposit:  The deposit will probably be in the deceased name payable to the person on the 1310 form.  Many  banks would reject such a direct deposit and I do not know if that is even an option with the IRS.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

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