These rejections occur if there is missing information for a deceased taxpayer:
- IND-018-02: If there is a date of death for the primary taxpayer, then the name of a representative (which can be the spouse) must be entered as the In Care of Name in the filer address.
- IND-019-02: If Spouse is deceased, then there must be an In Care of Name entered.
- Note: This rejection may be caused when both the taxpayer and spouse are reported as deceased. If so, this return cannot be electronically filed.
To resolve, choose the situation that applies to the return.
Returns with a refund due
- Sign into your TurboTax account.
- Select the Fix my return button.
- At the screen Let’s fix your returns and then refile, select the search bar in the top-right corner of your screen and enter this exact phrase, including the comma (better yet, copy and paste it from here): 1310, statement of person claiming refund due a deceased taxpayer.
- On the screen, Let's see if you need to file Form 1310 (you might see the screen Complete a Claim for Refund), answer Yes.
- Answer the question on the next screen according to your situation, and select Continue.
- On the Person claiming the refund screen, enter the personal info for the person claiming the refund (this may be you, depending on your responses to the previous questions), then continue to follow the onscreen instructions.
- When finished, be sure to run through the review option before you retransmit your return.
Returns with a balance due
- Sign into your TurboTax account.
- Select the Fix my return button.
- At the screen, Let’s fix your returns and then refile page, select the search bar in the top-right corner of your screen and enter this exact phrase, including the comma (better yet, copy and paste it from here): 1310, statement of person claiming refund due a deceased taxpayer.
- On the screen, Who is the In Care Of Representative?, enter the full name of the deceased taxpayer's designated personal representative, then select Continue and follow the onscreen instructions.
- When finished, be sure to run through the review option before you retransmit your return.
