What happens when a deceased person gets a tax refund?

If there is a tax refund for a deceased person, the deceased person's Executor or personal representative will receive the refund. They are authorized to sign the check into the estate bank account. At that point, that money will be dealt with just like the rest of the funds that are contained within the estate.

Do I have to paper file form 1310?

You cannot include this document in the electronic file or as an attachment. As a result, you must paper file the return.

Who is not required to file form 1310?

If (a) a court-appointed personal representative is specified, (b) they are not a surviving spouse, and (c) the return results in a refund, Form 1310 isn't needed.

Can form 1310 be filed electronically?

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.

Issued under authority of Public Act 281 of 1967. You must file this form to claim a refund that is being claimed for a deceased taxpayer. INSTRUCTIONS: If you are the deceased's surviving spouse filing a joint return, do not file this form.

Does an Executor have to file form 1310?

Submit an Original Short Certificate with Form 1310 If you were named Executor or Administrator by the Register of Wills, then you are a court appointed or certified personal representative as defined by Form 1310. As a result, you must submit documentation that you are the personal representative of the estate.

What is a 1310 statement of person claiming refund due a deceased taxpayer?

To get the refund, you must complete and attach Form 1310 to your father's final return. You should check the box on line C of Form 1310, answer all the questions in Part II, and sign your name in Part III. You must also attach a copy of the death certificate or proof of death.

Who gets the refund of a deceased person?

If you file a return and claim a refund for a deceased taxpayer, you must be: A surviving spouse/RDP. A surviving relative. The sole beneficiary.

What is a 1310 statement of person claiming refund?

Use Form 1310 to claim a refund on behalf of a deceased taxpayer. If you are claiming a refund on behalf of a deceased taxpayer, you must file Form 1310 if: You are NOT a surviving spouse filing an original or amended joint return with the decedent; and.

Get Mi 1310

With the Michigan Department of Treasury instead of this form. Attach to your MI-1040 if claiming a refund or MI-1040 credit form if claiming a credit. Type or print in blue or black ink. THIS FORM MUST BE COMPLETED AND SIGNED BEFORE THE REFUND CAN BE ISSUED TO THE CLAIMANT. Date Tax Year Began Date Tax Year Ended DECEASED CLAIMANT Name of Deceased Date of Death Name of Claimant Social Security Number When you file a Michigan income tax return or credit for a deceased taxpayer, use your.

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