I'm currently working on two 2010 tax returns for deceased clients. One died in summer of 2010, other died in January of this year. Both returns are eligible to receive refunds. There is no surviving spouse involved.
1 - It is my understanding that Form 1310 must be attached, using Section B of Part I. This will be an "original" return, and the executor will be signing the tax return. A copy of letters testamentary or similar will also be attached. (Or is perhaps Section C applicable??)
2 - IRS rules preclude efiling of such returns. Does this mean I have to prepare a Form 8948 or is, perhaps, the IRS already aware of its own rules?
3 - Can direct deposit of the refund (to account of executor?) be used, or is it safer to go with a paper check instead?
Thanks for all input!
FE
1 - It is my understanding that Form 1310 must be attached, using Section B of Part I. This will be an "original" return, and the executor will be signing the tax return. A copy of letters testamentary or similar will also be attached. (Or is perhaps Section C applicable??)
2 - IRS rules preclude efiling of such returns. Does this mean I have to prepare a Form 8948 or is, perhaps, the IRS already aware of its own rules?
3 - Can direct deposit of the refund (to account of executor?) be used, or is it safer to go with a paper check instead?
Thanks for all input!
FE