Follow the steps to complete the form with ease.

1. Click the ‘Get Form’ button to obtain the form and open it in the editor.
2. Select the tax year for which the decedent was due a refund by filling in the calendar year or specific tax year. Ensure to print or type using black ink.
3. Enter the decedent's legal last name, first name, middle initial, and social security number in the designated fields.
4. Fill in your own legal last name, first name, middle initial, and social security number.
5. Provide your address, including the number and street, city or post office, state, and zip code. If applicable, follow special instructions for entering a foreign address.
6. Indicate the date of the decedent's death in the required format.
7. Choose your relationship to the decedent by checking the appropriate box, ensuring to complete Part II below.
8. In Part II, sign and date the form to verify that the claim for refund is true, correct, and complete as per your knowledge.
9. Save changes to the form. You may then download, print, or share the completed form as needed.

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