Personal rep

[99mtamchamp]

In ATX I received an error message after e-filing: It said that if you have a taxpayer who dies (filing single) the personal rep information must be entered. I know it has to go on form 1310 if receiving a refund, but this taxpayer owes. Can any one tell me where this infor is entered in the ATX software. Thanks in advance

[kcjenkins]

On the 'Filers Info' tab, you put in the DOD. Then, even if there is no refund, I attach a 1310. If the person signing is not the spouse, I attach a copy of the court appointment

[mcb39]

On the 'Filers Info' tab, you put in the DOD. Then, even if there is no refund, I attach a 1310. If the person signing is not the spouse, I attach a copy of the court appointment

KC....can these be e-filed? I thought not.

[taxperson]

It can be e-filed but since there's tax owed, the 1310 isn't needed. On the Efile Info form there's a checkbox below the PIN method boxes, upper left corner, for "Personal Representative". Check the Personal Rep box then put in the name of the rep in the area labelled Section C. The Personal Rep will also enter the PIN information for the decedent, in effect "signing" the electronic return.