Get Form 804

Filling out Form 804 online is a straightforward process that allows users to claim a refund on behalf of a deceased taxpayer. This guide provides clear, step-by-step instructions to help you navigate each section of the form with ease.

Follow the steps to complete Form 804 online accurately

1. Click ‘Get Form’ button to obtain the form and open it in your preferred online editor.
2. In the 'Tax year decedent was due a refund' section, select the 'Calendar year' field and enter the applicable years, including the start and end dates.
3. Fill in the decedent’s name, ensuring you print or type it clearly. This information is crucial for verifying the claim.
4. Provide the decedent's date of death and their Social Security number; this helps in confirming identity.
5. Enter your own name and Social Security number as the person claiming the refund, along with your home address. Make sure this is accurate.
6. In Part I, select one of the provided checkboxes that best describes your relationship to the decedent. Complete Part II as required.
7. Sign and date the form in Part II to verify the information is true and complete to the best of your knowledge.
8. Once you have filled out the form, you can save your changes, download it, print a hard copy, or share it as needed.

Start filling out your Form 804 online today to ensure a smooth refund process.