Get Minnesota Form M23

Filling out the Minnesota Form M23 is an important step in claiming a refund for a deceased taxpayer. This guide provides clear instructions to help you navigate the process seamlessly and accurately, whether you are a surviving spouse, dependent, or part of the decedent's estate.

Follow the steps to complete the Minnesota Form M23 online.

1. Press the ‘Get Form’ button to obtain the form, allowing you to open it in your preferred online editor.
2. Enter the decedent’s first name, last name, and Social Security Number in the designated fields.
3. Provide the claimant’s first name, last name, and Social Security Number, ensuring accuracy as this information is crucial for the claim.
4. If applicable, mark the box indicating a foreign address for the claimant.
5. Fill in the claimant’s full address, including street, apartment or route, city, state, and ZIP Code.
6. Input the decedent’s date of death and the tax year corresponding to the claim.
7. Select the appropriate box to identify your relationship to the decedent for the Homestead Credit Refund or Renter’s Property Tax Refund.
8. If you are claiming the income tax refund or military service credit, check the relevant box based on your relationship to the decedent.
9. In the signature area, provide your signature, the date of signing, and a daytime phone number for any follow-up inquiries.
10. If applicable, complete the Waiver of Right section, ensuring all necessary signatures are included, and mark the date beside each signature.
11. Review all fields for accuracy, then save changes, and proceed to download, print, or share the form as needed.

Complete your Minnesota Form M23 online today to ensure a smooth refund process.