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  • Filing for Deceased Taxpayer

    From Michael Bratt@21:1/5 to All on Tue Sep 14 19:47:23 2021
    Taxpayer died in 2021 before filing 2020 tax return; completing return now (on extension). There is a court-appointed executor (son-in-law of deceased) to settle the estate and sign the return.

    Does the letter from the court need to be attached to the 2020 tax return? There will be both Federal and State refunds. Is Form 1310 required to have refund sent to executor? If so, will these two requirements prevent electronic filing?
    The IRS Pub was not crystal clear on these requirements.

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  • From John Levine@21:1/5 to All on Tue Sep 14 20:53:22 2021
    According to Michael Bratt <michaelhbratt@gmail.com>:
    Taxpayer died in 2021 before filing 2020 tax return; completing return now (on extension). There
    is a court-appointed executor (son-in-law of deceased) to settle the estate and sign the return.

    Does the letter from the court need to be attached to the 2020 tax return?

    No.

    There will be both Federal and State refunds. Is Form 1310 required to have refund sent to
    executor?

    The executor should have opened a bank account for the estate, and put
    the estate account number on the tax return. You only need form 1310 if you want them to send the refund somewhere else.

    (This all based on being the executor for my father who died in 2019.)
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    Regards,
    John Levine, johnl@taugh.com, Primary Perpetrator of "The Internet for Dummies",
    Please consider the environment before reading this e-mail. https://jl.ly

    --
    << ------------------------------------------------------- >>
    << The foregoing was not intended or written to be used, >>
    << nor can it used, for the purpose of avoiding penalties >>
    << that may be imposed upon the taxpayer. >>
    << >>
    << The Charter and the Guidelines for submitting posts >>
    << to this newsgroup as well as our anti-spamming policy >>
    << are at www.asktax.org. >>
    << Copyright (2011) - All rights reserved. >>
    << ------------------------------------------------------- >>

    --- SoupGate-Win32 v1.05
    * Origin: fsxNet Usenet Gateway (21:1/5)
  • From John Levine@21:1/5 to All on Tue Sep 14 23:12:33 2021
    According to John Levine <johnl@taugh.com>:
    According to Michael Bratt <michaelhbratt@gmail.com>:
    Taxpayer died in 2021 before filing 2020 tax return; completing return now (on extension). There
    is a court-appointed executor (son-in-law of deceased) to settle the estate and sign the return.

    Does the letter from the court need to be attached to the 2020 tax return?

    Oops, took a look, we did file a form 1310 with box B checked, but our accountant
    filed the return electronically. The instructions say that if you're the court appointed representative you don't need to file 1310 so I don't know why we did.

    Whatever it was, the IRS sent the refund in about a week.

    --
    Regards,
    John Levine, johnl@taugh.com, Primary Perpetrator of "The Internet for Dummies",
    Please consider the environment before reading this e-mail. https://jl.ly

    --
    << ------------------------------------------------------- >>
    << The foregoing was not intended or written to be used, >>
    << nor can it used, for the purpose of avoiding penalties >>
    << that may be imposed upon the taxpayer. >>
    << >>
    << The Charter and the Guidelines for submitting posts >>
    << to this newsgroup as well as our anti-spamming policy >>
    << are at www.asktax.org. >>
    << Copyright (2011) - All rights reserved. >>
    << ------------------------------------------------------- >>

    --- SoupGate-Win32 v1.05
    * Origin: fsxNet Usenet Gateway (21:1/5)