Efile Rejection for Deceased Parent

[joelgilb]

I have a client whose parent passed on last year. Will, but no probate as all assets were in a trust. 1040 has income and schedule A deductions, but no tax to pay, so I do not need a 1310 for the representative to claim a refund.

I E-filed the return and received 2 rejection codes and I don't know where to enter the information to clear the rejection. Codes are as follows:

1. 1040US1019 Form 1040/1040A/104EZ Personal Representative Missing, Form: RET 1040 Occurance 1 Seq 1328 - If the status is not married filing jointly and the date of death is filled out then the personal representative information must be entered.

2, 1040US1019 Form 1040/1040A/104E Foreign Address not allowed - If the filer or spouse date of death has been entered then the name of the surviving Spouse or personal representative must be entered in C/O Address field.

I have the information of course, but the problem is, that I do not know where IRS wants me to put this information on the 1040. Does anybody know where to input this?

Joel

[grandmabee]

I have a client whose parent passed on last year. Will, but no probate as all assets were in a trust. 1040 has income and schedule A deductions, but no tax to pay, so I do not need a 1310 for the representative to claim a refund.

I E-filed the return and received 2 rejection codes and I don't know where to enter the information to clear the rejection. Codes are as follows:

1. 1040US1019 Form 1040/1040A/104EZ Personal Representative Missing, Form: RET 1040 Occurance 1 Seq 1328 - If the status is not married filing jointly and the date of death is filled out then the personal representative information must be entered.

2, 1040US1019 Form 1040/1040A/104E Foreign Address not allowed - If the filer or spouse date of death has been entered then the name of the surviving Spouse or personal representative must be entered in C/O Address field.

I have the information of course, but the problem is, that I do not know where IRS wants me to put this information on the 1040. Does anybody know where to input this?

Joel

I believe it goes on the 1310

[taxperson]

I have a client whose parent passed on last year. Will, but no probate as all assets were in a trust. 1040 has income and schedule A deductions, but no tax to pay, so I do not need a 1310 for the representative to claim a refund.

I E-filed the return and received 2 rejection codes and I don't know where to enter the information to clear the rejection. Codes are as follows:

1. 1040US1019 Form 1040/1040A/104EZ Personal Representative Missing, Form: RET 1040 Occurance 1 Seq 1328 - If the status is not married filing jointly and the date of death is filled out then the personal representative information must be entered.

2, 1040US1019 Form 1040/1040A/104E Foreign Address not allowed - If the filer or spouse date of death has been entered then the name of the surviving Spouse or personal representative must be entered in C/O Address field.

I have the information of course, but the problem is, that I do not know where IRS wants me to put this information on the 1040. Does anybody know where to input this?

Joel

Joel: I've posted a reply to your question posted under Efile.

And, as you know, don't add the 1310 unless there's a refund.

[joelgilb]

I believe it goes on the 1310

As Taxperson indicated the 1310 is only used when you have a refund, and my client does not. So in this case there should not and will not be a 1310.

Joel

[SUE A.]

THE DECEASED CLIENT I HAD THIS YEAR, I PUT THE INFO ON THE FILER INFO SHEET WHERE YOU PUT BIRTH, PHONE INFO ETC. THE PROGRAM THEN ENTERED THE INFORMATION ON THE TAX RETURN AND THE REPRESENTATIVE OF THE DECEASED MAILED THIS IN WITH A COPY OF HER PAPER SHOWING HER AS REPRESENTATOR.

[Byron]

On the tab "1040 EF INfo" check fourth choice at top of page 1, then add name in "C" -- rep info will appear in next line below address in TP info.