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Form 1310. Client has passed and I have a "Letter of Testamentary" from the local court assigning his daughter as the Executor. Part I options indicate to me that

chapguy19
Level 4
"B" is the correct choice.
But I am getting an error message when I select anything other than "C".
I also get an error in box B1, even if I choose C.
And can I have the Executor DocuSign the tax return and form 1310?
(I understand that I have to attached the court document to the e-file.)
Thanks in advance, Christopher
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3 Comments 3
Just-Lisa-Now-
Level 15
Level 15

What does the "error" say?  Is it just disallowing EFiling?  You may need to run through REVIEW to see the full error diagnostic.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Terry53029
Level 14
Level 14

If you check box B that is all you fill out (except for heading) are you trying to fill out anything in part 2 ?, also what is the error message, or is anything highlighted in red

chapguy19
Level 4

The trick is that I can't e-file the return when B is checked since the letter from the court has not already been sent to the IRS.

Am having to send it in.

Thanks for your help.

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