Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

Federal input screens

Screen 1310 - Refund for Deceased Taxpayer (1040)

Overview

This screen is located in the General folder. Use this screen to complete Form 1310 and claim a refund on behalf of a deceased taxpayer. In addition to completing this screen, the return must have the following in order to calculate Form 1310:
  • A tax refund
  • A
    Date of death
     on the 1040 screen in the General folder
  • the
    Application of
    2024
     overpayment
     field on the Est screen in the Payments folder is either blank or has code 1.
  • the
    Form 1040-ES -
    2025
     declaration
     field on the Est screen in the Payments folder is blank.
The IRS has set specific electronic filing guidelines for Form 1310 and will only allow you to e-file the return when certain criteria has been met. See Electronic filing guidelines for Form 1310 to review this criteria.

Form 1310 - Refund Information

Enter
X
 to print separate filing instructions for Form 1310 if the form is being filed after the original 1040 return has been filed.
Select the code that represents the person claiming the refund on behalf of the deceased taxpayer. This field is mandatory.
Complete this field
only
 if the
Person claiming refund
 field contains code
C
.
Complete this field
only
 if the
Person claiming refund
 field contains code
C
. If you enter
2
, also complete the
If no, personal representative will be appointed
 field.
Complete this field
only
 if the
Person claiming refund
 field contains code
C
. If you enter
2
, review the requirements in the Form 1310 instructions.
Complete this field
only
 if the
Person claiming refund
 field contains code
B
. If you enter
2
, then you must attach a copy of the court certificate to the return. If you enter
1
, then "Certificate Previously Filed" is added to the bottom of Form 1310.
Complete this field
only
 if the
Person claiming refund
 field contains code
C
. If you enter
1
, then "Proof of Death Previously Filed" is added to the bottom of Form 1310. If you enter
2
, review the Form 1310 instructions to determine submission requirements for the return.
Complete this field if no proof of death has been filed previously with the IRS. Enter
1
 if the proof of death is in the possession of the representative receiving the refund as designated on Form 1310.
Complete these fields
only
 if code
B
 or
C
 was entered in the
Person claiming refund
 field. Enter the name and address of the personal representative or other person claiming the refund.
Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close