rbynaker
Level 13
08-20-2023
12:00 PM
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I've seen a lot of contradictory advice regarding a 1310. From the form instructions, I think the example at the bottom of page 1 meets your fact pattern:
https://www.irs.gov/pub/irs-pdf/f1310.pdf
"You do not need to file Form 1310 to claim the refund on Mr. Green’s tax return. However, you must attach to his return a copy of the court certificate showing your appointment."
In the past PS automatically triggered the 1310 though and you had to check some boxes to make the errors go away.