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  • Form 1310

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Form 1310 Name of decedent (Rev. March 1995) Department of the Treasury Internal Revenue Service Statement of Person Claiming Refund Due a Deceased Taxpayer See instructions below and on back. , or.

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Related content

Form 1310 - Internal Revenue Service
Use Form 1310 to claim a refund on behalf of a deceased taxpayer. Who Must File. If you...
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United States Tax Form 1310, ca. April 2, 1951...
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Related links form

Preparing For 2012: Updating Forms - Boston Bar Association INSTRUCTIONS FOR FULL ADMINISTRATION OF AN ESTATE - Butlercountyprobatecourt INSTRUCTIONS FOR SUMMARY RELEASE FROM ... - Probatect THOMAS McKEAN And JOHN McKEAN,

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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.

The final return is filed on the same form that would have been used if the taxpayer were still alive, but "Deceased:" is written at the top of the return followed the person's name and the date of death. The deadline to file a final return is the tax filing deadline of the year following the taxpayer's death.

Statement of Person Claiming Refund Due a Deceased Taxpayer.

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.

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.

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.

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.

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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