Question

Can individual return for decedent due a refund be e-filed using Form 1310 with Part I, Box B checked? Form 1310 instructions seem to permit it. If not, why not?

Forum|Forum|7 years ago
June 1, 2019
1 reply
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TurboTax software won't process e-filing federal return with Part I box B checked on Form 1310

TurboTax Premier Online

Employee

No, you can not e-file becasue you have to attach a court certificate showing your appointment unless previously filed (see instructions). You can not attach the court certificate to an e-filed return.

K

krs61Author

I understand court certificate can't be "attached" to e-filed return. No paper can. What instructions were you referring to? Form 1310 instructions state, "If you checked the box on line B or line C, then if the original return was filed electronically, mail Form 1310 to the IRS Center designated for the address shown on Form 1310" Box B on 1310 is for court-appointed personal rep & requires court document to be attached to 1310. Seems to me that permits e-filing.