Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
In anticipation of the upcoming May 15th deadline, we've compiled a list of the most common questions here.
In anticipation of the upcoming May 15th deadline, we've compiled a list of the most common questions here.
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- Lacerte Tax
- :
- Lacerte Tax Discussions
- :
- Form 1310
Form 1310
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
JeanetteA
Level 1
08-21-2020
05:18 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
A deceased taxpayer has a trust company (EIN) as Trustee of the estate. A refund is due from the 2019 Form 1040, but Form 1310 requires a SSN, not an EIN. Any suggestions?
This discussion has been locked.
No new contributions can be made. You may start a new discussion
here
1 Comment 1
BobKamman
Level 15
08-21-2020
07:16 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Estates don't have trustees, they have executors or personal representatives with court documents showing they were appointed. IRS will accept the court order instead of the Form 1310. But if all the assets are in a trust and no probate is required -- try filing with the EIN. Probably has to be a paper return.
Omitted chapter from the book "How To Avoid Probate" -- "How To Avoid An IRS Refund When You Die."
