rbynaker
Level 13

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.

0 Cheers