Solved: Alabama preparers... refund for deceased taxpayer

dd4vols · ‎12-07-2019

Asking for knowledge help... I know you can't e-file an Alabama return for a deceased individual, but how do you have someone claim the refund. For federal,, it's of course the Form 1310, and I think previously there was a 1310A for Alabama. But, I can't find one in the software, so how does the Alabama D O R, know who to make out the refund to, and where to mail it? thanks in advance.

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George4Tacks · ‎12-07-2019

1310A says

"Who Must File If you are claiming a refund on behalf of a deceased taxpayer, you must file Form 1310A unless either of the following applies:

• You are a surviving spouse filing an original or amended joint return with the decedent, or

• You are a personal representative (defined on this page) filing an original Form 40, Form 40A, or Form 40NR for the decedent and a court certificate showing your appointment is attached to the return.

Personal Representative For purposes of this form, a personal representative is the executor or administrator of the decedent’s estate, as appointed or certified by the court. A copy of the decedent’s will cannot be accepted as evidence that you are the personal representative."

You could complete a 1310A and attach as a PDF if it is required. https://revenue.alabama.gov/wp-content/uploads/2017/05/1310A9-16.pdf

Here's wishing you many Happy Returns

View solution in original post

George4Tacks · ‎12-07-2019

1310A says

"Who Must File If you are claiming a refund on behalf of a deceased taxpayer, you must file Form 1310A unless either of the following applies:

• You are a surviving spouse filing an original or amended joint return with the decedent, or

• You are a personal representative (defined on this page) filing an original Form 40, Form 40A, or Form 40NR for the decedent and a court certificate showing your appointment is attached to the return.

Personal Representative For purposes of this form, a personal representative is the executor or administrator of the decedent’s estate, as appointed or certified by the court. A copy of the decedent’s will cannot be accepted as evidence that you are the personal representative."

You could complete a 1310A and attach as a PDF if it is required. https://revenue.alabama.gov/wp-content/uploads/2017/05/1310A9-16.pdf

Here's wishing you many Happy Returns

dd4vols · ‎12-07-2019

I know all of that. I had found that form on the internet. BUT, i was concerned that since ProSeries didn't have that form available, that the Form 1310A (since that link was to a 2016 form), had been discontinued. I have completed the Federal Form 1310 like i always do in cases like this. Just seemed odd that Alabama ProSeries would not have that form available, and for it to be easily populated from the federal form.

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Alabama preparers... refund for deceased taxpayer

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