ljsmith2
Level 4
04-02-2021
08:01 AM
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Just so happens that I e-filed a return similar to what you mentioned yesterday and it was accepted. Daughter claiming refund for mother who passed in 2020. She was not court appointed, or a certified representative but I hope this helps.
Still complete Form 1310 (it asks if they are a personal representative and request you to attach the certificate)
Pt. I with box C checked, then check box C1 (you may check box A instead)
Pt II checked she did have a Will "YES" box 1; box 2a & b checked NO; box 3 YES
E-file sailed right through.