Get Form 1310 Name Of Decedent (rev

Form 1310 is used to claim a tax refund on behalf of a deceased taxpayer. This guide provides step-by-step instructions to help you complete the form online effectively and accurately.

Follow the steps to fill out Form 1310 online effortlessly.

1. Click ‘Get Form’ button to obtain the form and open it in your editor.
2. Fill out the tax year the decedent was due a refund by entering either the calendar year or the specific tax year along with the beginning and ending dates.
3. Enter the name of the decedent and their Social Security number in the provided fields.
4. In the section for the person claiming the refund, type or print the name and home address. If applicable, include the apartment number, city, state, and ZIP code.
5. Check the appropriate box in Part I based on your relationship to the decedent: whether you are a surviving spouse, court-appointed personal representative, or another person claiming the refund.
6. If you checked box C in Part I, complete Part II by answering questions regarding the decedent’s will, appointment of a personal representative, and your agreement to distribute the refund according to state law.
7. All filers must complete Part III by signing and dating the form, declaring that the information provided is true to the best of your knowledge.
8. Once all sections are filled out, you can save changes, download, print, or share the form as required.

Complete your Form 1310 online today to ensure a smooth process for claiming refunds.