I am the successor trustee for an individual who had a living trust. Thus there was no court, no probate. A refund was due the individual, but the IRS chose to issue a check rather than direct deposit.
My goal: get the check reissued in the name of the trust. But form 1310 is confusing me. My answers on this form are:
1 Did the decedent leave a will? yes 2a Has a court appointed a representative? no 2b If you answered no, will one be appointed? no 3 As the person claiming the refund, will you follow the state law? yes
But do I enter my name or the name of the trust in the various boxes? Do I enter my SSN or the Trust's EIN? How do I get them to issue a new check in the name of the trust?
IRS instructions are at https://www.irs.gov/forms-pubs/about-form-1310