Get Form 1310 (rev. November 2005). Statement Of Person Claiming Refund Due A Deceased Taxpayer - Irs

Filling out Form 1310 is an essential step for individuals claiming a tax refund on behalf of a deceased taxpayer. This guide offers clear, step-by-step instructions to help users easily navigate and complete the form online.

Follow the steps to fill out the form accurately and efficiently.

1. Click the ‘Get Form’ button to access the form and open it in the editor.
2. Identify the tax year for which the decedent was due a refund. Fill in the appropriate calendar year or other tax year details in the designated field.
3. Enter the name of the decedent and their date of death in the specified fields. Ensure accuracy to avoid delays.
4. Provide your social security number and the name of the person claiming the refund. It is important to print or type this information clearly.
5. Indicate the decedent's social security number to establish your claim. Ensure this number is correct.
6. Complete the home address section, ensuring you include the number and street, as well as the city, state, and ZIP code. If applicable, reference foreign address instructions.
7. In Part I, check the box that applies to your situation: whether you are a surviving spouse, a court-appointed representative, or another individual claiming on behalf of the decedent's estate.
8. If you checked the box for line C in Part I, proceed to Part II and answer the questions regarding the decedent’s will and the appointment of a personal representative.
9. Complete Part III by signing and verifying your claim. A declaration under penalties of perjury affirms that the information provided is true and complete.
10. Once all sections are complete, save your changes, and decide whether to download, print, or share the form for submission.

Start completing your Form 1310 online today to ensure timely processing of the refund due to the deceased taxpayer.