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Federal input screens

Screen 1310 - Refund for Deceased Taxpayer (1040)

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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
    2025
     overpayment
     field on the Est screen in the Payments folder is either blank or has code 1.
  • the
    Form 1040-ES -
    2026
     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.
note
You can include a custom paragraph for Form 1310 signature instructions in the filing instructions. See
Customizing client documents: custom paragraphs
for more information.

Form 1310 - Refund Information

Filing Form 1310 after original return has been filed
Enter
X
 to print separate filing instructions for Form 1310 if the form is being filed after the original 1040 return has been filed.
Person claiming refund
Select the code that represents the person claiming the refund on behalf of the deceased taxpayer. This field is mandatory.
note
  • Use code
    A
     only when returning a refund check to have it reissued in the spouse's name only.
  • If you select code
    D
    , Form 1310 will not complete or be included in the electronic file.
note
Electronic filing note:
 The IRS only allows the electronic filing of Form 1310 when code
C - Person Other Than A or B
 is entered. For more information, see Electronic filing guidelines for the 1040, 1310 Screen.
Decedent left a will
Complete this field
only
 if the
Person claiming refund
 field contains code
C
.
Court has appointed a personal representative...
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.
note
Electronic filing note:
 If a personal representative has been appointed for the decedent's estate and you enter 1 (Yes), you must paper file the return.
Refund paid out according to laws...
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.
If personal representative, court certificate previously filed with IRS
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.
Proof of death previously filed with IRS
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.
If no, proof of death...
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.
Name and address of personal representative...
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.
note
If filing electronically, you must enter a Social Security Number (SSN). The IRS does not accept an Employer Identification Number (EIN) for personal representative information.

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