Form 1310

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  • RWG1950
    Senior Member
    • Nov 2017
    • 458
    #1

    Form 1310

    Elderly customer died in September 2023. Son is the designated personal rep in her will, but is not court certified
    as everything was paid out per bene designation & TOD so there will be no probate.
    Fed return has $3,500 refund. Owes to state.
    Part #1 box #3 of 1310 seems to apply. Can the return be e-filed (seems to) or must it be mailed ?
    E-filed one of these years ago, it took a long time for a paper check to be issued by IRS.
    Would it would be better to paper file this return ?
    Tags: None
    • Anarchrist
      Senior Member
      • Oct 2006
      • 353
      #2
      Depends on your software. For some reason ATX will only efile if certain of the boxes are checked. I've heard most other software will efile no matter what boxes are checked.
      "Taxation is the price we pay for failing to build a civilized society." ~ Mark Skousen

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        • ATB
          Junior Member
          • Dec 2016
          • 3
          #3
          I've had a few this year filing the 1310 where Part I box 3 applies; but I have always attached a completed and signed 1310 to the return and EFILED successfully (ProSeries Professional).

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