Deceased, 1310 necessary?

[L.S.]

client died 2/22/09. estate opened with bank named as executor. return shows refund. is a 1310 necessary? I don't think so because there is a court appointed representative. can I e-file this? when I try to create - it says if there is a refund then a 1310 must be inc. with box c checked(which isn't correct).

thanks for any help on this.

[mcb39]

For some reason, I don't believe you can e-file when the death is in the current year.; only if it occurred in the tax year you are preparing. ie: 2008.....deaths in the tax year do require a 1310.

[taxperson]

For some reason, I don't believe you can e-file when the death is in the current year.; only if it occurred in the tax year you are preparing. ie: 2008.....deaths in the tax year do require a 1310.

So long as the death has been recorded in the IRS records, it'll fly. Except I don't think the IRS allows a 1310 for e-file with a court-appointed representative.

[schirallicpa]

I just did one and could not efile with court-apptd rep.