Do you support Form 1310 for deceased taxpayers?
Yes, we support Form 1310. However, Form 1310 is only needed if the decedent's tax return has a refund and you aren't a surviving spouse or court-appointed executor.
The taxpayer date of death can be entered by answering Yes to the question: Has this person passed away before the filing of this tax return? found on the Menu Path: Personal > Taxpayer Information screen.
The spouse date of death can be entered by answering Yes to the same question: Has this person passed away before the filing of this tax return?: Menu Path: Personal > Spouse Information
You may then go to Form 1310 Information: Menu Path: Misc > Personal > Deceased Taxpayer or Spouse (Form 1310) if the form is needed.
The taxpayer date of death can be entered by answering Yes to the question: Has this person passed away before the filing of this tax return? found on the Menu Path: Personal > Taxpayer Information screen.
The spouse date of death can be entered by answering Yes to the same question: Has this person passed away before the filing of this tax return?: Menu Path: Personal > Spouse Information
You may then go to Form 1310 Information: Menu Path: Misc > Personal > Deceased Taxpayer or Spouse (Form 1310) if the form is needed.
