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Get Form M-1310 Statement Of Person Claiming Refund Due A ...
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How to fill out the Form M-1310 Statement Of Person Claiming Refund Due A Deceased Taxpayer online
Filing a claim for a refund on behalf of a deceased taxpayer can be a complex task. This guide provides a step-by-step approach to assist you in completing the Form M-1310 online, ensuring that your submission is accurate and complete.
Follow the steps to successfully complete the form online.
- Click ‘Get Form’ button to obtain the form and open it in the editor.
- Enter the decedent’s name in the first field, including the last name, first name, and middle initial. This information is crucial and should match the decedent’s legal documents.
- Provide the date of death in the specified format. This ensures that the claim aligns with the appropriate tax year.
- Input the name of the person claiming the refund, including their last name, first name, and middle initial.
- Fill in the daytime phone number, ensuring to include the area code. This allows for easy communication if additional information is required.
- Complete the home address of the person claiming the refund, including the street number, rural route, city, state, and ZIP code.
- Provide the decedent’s social security number to verify identity and eligibility for a refund.
- Enter the claimant’s social security number or Individual Taxpayer Identification Number (ITIN).
- Indicate the relationship to the decedent by checking the appropriate box. Make sure to select only one option.
- If applicable, complete Part 2 based on your relationship to the decedent and any necessary appointments.
- Sign the form, affirming that all provided information is true and correct, and enter the date of signing.
- After completing the form, save your changes. You can then download, print, or share the completed form as required.
Complete your Form M-1310 online today to ensure a timely refund for the decedent.
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After the death of an individual, it is the function of his personal representative, executor or administrator to obtain refunds for his estate or to protect his estate by the abatement of taxes illegally assessed against the decedent, either before or after his death.
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