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electonic refund for decedent Expand / Collapse
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Anonymous
Posted 10/8/2009 10:06:15 AM




When filing final individual income returns for a decedent, can you get an electronic refund of overpaid tax?
Post #825
Posted 10/8/2009 4:15:08 PM
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Last Login: 3/12/2011 12:58:57 PM
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I had that question myself yesterday. In my case, husband and wife were married just a few months and husband died. Trustee/executor paid $5,000 with extension request and return shows a $2,000 refund. I was wondering if we could put the trust bank account information on the return and couldn't find anything saying that we could not.

Trustee/executor decided to let the surviving spouse get the refund and adjust for it when the estate is distributed.

A friend was speaking to someone at CAMICO who said the biggest claims they have relate to electronic refunds going to the wrong account. Privacy laws prevent a bank from revealing the name of the account holder whose account number was accidently put on the return.

I know from experience that if the bank won't accept the refund, both IRS and FTB will send a paper check.

Many words to say - "I don't know"

Mary Kay Foss

Post #826
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