E-file diagnostic: Form 1310 Taxpayer

Form 1310 Taxpayer - Electronic Filing: The option for surviving spouse requesting reissuance of a refund or court-appointed or certified personal representative are not allowed when the filing status is not married filing joint.
This happens because the IRS in recent years has tightened their e-filing rules in part due to rampant fraud with decedent returns. If you have a decedent return for a single individual and you select the option for a court-appointed individual, this must be paper filed. The reason you are seeing that diagnostic is because in your situation the only allowable option for a single individual would be to include form 1310 with Option C marked for
Person, other than A or B, claiming refund for the decedent’s estate
.

Solution

  1. Go to
    Organizer
    , then
    Informational Forms
    folder.
  2. Go to the
    Deceased Refund
    ,
    Taxpayer Deceased Refund
    folder.
  3. Go to the
    Tax payer
    ,
    Deceased Refund
    tab.
  4. In the
    PERSON CLAMING REFUND
    , change the option to
    B
    or
    C
    .
  5. Clear the
    Personal Representative
    checkbox.
  6. Fill out the information following this section.
  7. Run a full recompute, recreate the e-file.
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