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Screen SC1310 - South Carolina Refund for Deceased Taxpayer (1040)

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Overview

Use this screen to enter information necessary to complete Form SC1310, South Carolina Statement of Person Claiming Refund Due a Deceased Taxpayer. If information transferred from UltraTax/1040 doesn't require additional data or coding, UltraTax/1040-SC shows it on the form only, not in the input screen.
A custom paragraph may be selected to include Form SC1310 signature instructions in the filing instructions. To select this custom paragraph on a client basis, select custom paragraph 1 Form SC1310 (FI) from one of the
Paragraph Number
 dropdowns in the SCLetter screen. To select this custom paragraph to print globally for all clients when applicable, select
Setup
,
1040 Individual
, the South Carolina tab, and then
Filing Instructions
. Then select the Custom Paragraphs tab and mark the
Form SC1310 (FI)
 checkbox. For additional information, see the Client documents overview.
note
When federal Form 1310 is completed, UltraTax CS defaults to the federal entries for fields that have no data entered.

Form 1310 - Refund for a Deceased Taxpayer

Use this section to enter information for Form SC1310.
Person claiming refund
Use the attached dropdown to select the person who is claiming the refund on behalf of the deceased taxpayer. Code
A
 (Surviving spouse) should be used only when a refund check is being returned to have the check reissued in the spouse's name only.
Decedent left a will
Complete this field only if code
C
 was entered in the
Person claiming refund
 field. Enter
1
 for Yes, or enter
2
 for No to designate whether a will was left by the decedent.
Court has appointed a personal representative for the estate
Complete this field only if code
C
 was entered in the
Person claiming refund
 field. Enter
1
 for Yes or
2
 for No to designate whether a personal representative has been appointed. If code
2
 is entered, also complete the
If no, personal representative will be appointed
 field.
Refund paid out according to laws of state where decedent was a legal resident
Complete this field only if code
C
 was entered in the
Person claiming refund
 field. Enter
1
 for Yes, or
2
 for No to designate that the refund be paid out according to the laws of the state where the decedent was a legal resident. If code
2
 is entered, review the requirements in the Form SC1310 instructions.
Name and address of personal representative or other person claiming refund
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.

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