Get Az Dor 131 2020-2026

The AZ DoR 131 form is essential for claiming a refund on behalf of a deceased taxpayer. This guide will provide you with step-by-step instructions to complete the form accurately and efficiently in an online format.

Follow the steps to fill out the AZ DoR 131 form online:

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering the decedent’s name in the first field, ensuring to use their last name first, followed by the first and middle initials.
3. In the next section, provide the date of death, formatted as MM/DD/YYYY.
4. Enter the decedent’s Social Security number in the designated field.
5. Fill out your own name as the person claiming the refund, again using last name, first name, and middle initial.
6. Complete the claimant's Social Security number or ITIN, followed by your daytime phone number, ensuring the area code is included.
7. Provide your home address in the next fields, including the number and street, city, state, and ZIP code.
8. Select the appropriate relationship to the decedent by checking one of the provided boxes.
9. If you are claiming the refund as a person other than a surviving spouse or personal representative, you will need to complete Part 2 of the form. Answer questions regarding whether a will was left, if a personal representative has been appointed, or if one will be appointed.
10. Finally, declare your intention to pay out the refund according to state laws, ensuring to select 'Yes' or 'No' as applicable.
11. At the conclusion of the form, sign and date the document, confirming the truth of the statements made.
12. Once completed, you can save changes, download, print, or share the form as needed.

Start filling out the AZ DoR 131 form online today to ensure the deceased taxpayer’s refund is claimed accurately.