E-file diagnostic: Form 1310 Taxpayer

Learn how to resolve the Form 1310 e-file diagnostic error that occurs when selecting surviving spouse or court-appointed representative options for filing statuses other than married filing joint.
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.

Cause

This diagnostic occurs because the IRS has tightened e-filing rules for decedent returns due to fraud concerns. For single decedent returns with a court-appointed representative selected, the return must be paper filed. The only allowable e-file option for a single individual is Option C on Form 1310:
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
    PERSON CLAMING REFUND
    , change the option to
    B
    or
    C
    .
  5. Clear the
    Personal Representative
    checkbox.
  6. Enter the information following this section.
  7. Run a full recompute, then recreate the e-file.
note
If option
A
is selected or if
Personal Representative
is selected, you'll need to file the return on paper.

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