Get Form 1310 (rev. August 2014). Statement Of Person Claiming Refund Due A Deceased Taxpayer - Irs

Filling out Form 1310 is an essential step for claiming a refund on behalf of a deceased taxpayer. This guide will provide step-by-step instructions to ensure that you complete the form accurately and efficiently, helping you navigate the online process smoothly.

Follow the steps to complete the Form 1310 effectively.

1. Click the ‘Get Form’ button to obtain the form and open it for editing.
2. Enter the tax year for which the decedent was due a refund in the designated fields. Specify whether it pertains to the calendar year or another tax year.
3. Provide the name and social security number of the decedent, along with their date of death. This information is crucial for processing the claim.
4. Fill in your name and social security number as the person claiming the refund. Make sure to enter your home address clearly.
5. In Part I, check only one box that applies to your situation: 'A' for a surviving spouse, 'B' for a court-appointed personal representative, or 'C' for any other person claiming the refund. Complete Part III if the box checked is 'A' or 'B'.
6. If you selected option 'C', complete Part II by answering questions regarding the decedent's will and appointment of a personal representative. Ensure that all relevant fields are filled out.
7. In Part III, sign and date the form, affirming that the information provided is true and complete. This section is essential for the verification of your claim.
8. Once you have reviewed everything for accuracy, you can save your changes, download the completed form, print it for your records, or share it as necessary.

Start filling out Form 1310 online today to ensure a smooth claim for the refund due to a deceased taxpayer.