Christian Posted February 26, 2024 Report Posted February 26, 2024 A daughter has been appointed executor of her late father's estate and has of course set up an estate checking account. Will the Service direct deposit his refund to this account or do they send a check only ? I see no reason why they would not the return is going in with the required Form 1310 and court certifications but I like to make sure. Quote
Catherine Posted February 26, 2024 Report Posted February 26, 2024 You can try, but for the most part they mail checks. Also please note that the Form 1310 has to be appended as a pdf, but they *still* claim they never got it, about 2/3 of the time. 1 Quote
Christian Posted February 27, 2024 Author Report Posted February 27, 2024 I always have them mail them in so no problem there and will advise that even though the estate bank number is provided they will likely get a check. Quote
Catherine Posted February 27, 2024 Report Posted February 27, 2024 15 hours ago, Christian said: I always have them mail them in so no problem there Nah; they'll likely still claim they "never received" the 1310. They're really awful about those (less so with Form 56, if that is needed, but still not good). I wish you & your client the best, but don't be surprised - and warn the client, just in case, so they don't think you did something wrong. 1 Quote
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