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Eserved. Intuit, the Intuit logo, Intuit ProLine, Lacerte, ProAdvisor, ProSeries and QuickBooks, among others, are trademarks or registered trademarks of Intuit Inc. in the United States and other countries. Other parties marks are the property of their respective owners. Notice To Readers The publications distributed by Intuit, Inc. are intended to assist accounting professionals in their practices by providing current and accurate information. However, no assurance is given that the inform.

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Follow these steps to print a tax return and save it as a PDF: Go to the Clients tab (to view the list of clients). Select the applicable client(s). Select Print. Select Tax Returns. Select the return you want to print from the Return section. ... Select the box, File (PDF) under the Return Options section.

prep files for recent years Open the current year Lacerte program. From the Settings menu, choose Update Preparer Information. Select Download Prep File. A status window will appear. ... Select Update My Program Now (Recommended), then click OK.

Lacerte can automatically generate and attach many required PDFs. There's no option to preview or print PDF files that you manually attach to the return. PDF files are limited in size. The entire file, including PDF attachments, submitted via e-file is limited to 32 MB.

Go to Screen 63, Deceased Taxpayer (1310). Enter a 1, 2, or 3 in 1=surviving spouse (married filing joint), 2=personal representative, 3=other claiming refund (MANDATORY) (Form 1310, Part I, boxes a, b, or c). Select the box Decedent left a will, if applicable (Form 1310, Part II, Line 1).

Representatives who aren't court-appointed must include Form 1310, Statement of Person Claiming Refund Due a Deceased Taxpayer to claim any refund. Surviving spouses and court-appointed representatives don't need to complete this form. The IRS doesn't need a copy of the death certificate or other proof of death.

The surviving spouse, another beneficiary, or the executor of an estate generally files IRS Form 1310. But it all depends if the deceased has a will or note. The executor of the estate of the deceased is responsible for filing Form 1310.

Send it to the same Internal Revenue Service Center where the original return was filed if you are filing Form 1310 separately. If the original return was filed electronically, mail Form 1310 to the Internal Revenue Service Center designated for the address shown on Form 1310 above.

Can I e-file Form 1310? A return containing Form 1310 can only be e-filed in certain circumstances. For Form 1310 to be generated, the Date of Death field on screen 1 must be entered to indicate the taxpayer is deceased, there must be a refund, and screen 1310 must be entered.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232