
Government of the District of Columbia tatement of Person 2023 FR-147 S Claiming Refund Due a Deceased Taxpayer *2314701100000 Important: Print in CAPITAL letters using black ink. l OFFICIAL USE.
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How to fill out the DC FR-147 online
The DC FR-147 form is used to claim a refund due to a deceased taxpayer in the District of Columbia. This guide provides clear, step-by-step instructions to help you complete the form accurately and efficiently.
Follow the steps to fill out the DC FR-147 online successfully.
- Click ‘Get Form’ button to access the DC FR-147 online and open it in your preferred editor.
- In the personal information section, fill in the deceased’s first name, middle initial, the taxpayer identification number (TIN), and the date of death in the specified format (MMDDYYYY).
- Provide your name as the person claiming the refund by entering your first name, middle initial, and last name.
- Complete your home address, including the number, street, suite/apartment number (if applicable), city, state, and zip code +4.
- In the statement of claimant section, indicate your relationship to the deceased by selecting one option: spouse/registered domestic partner, administrator, executor, or other (specify).
- Answer whether the deceased left a will by selecting 'Yes' or 'No'.
- Indicate if an executor or administrator has been appointed for the estate, and if not, whether one will be appointed.
- Clarify if you will pay the refund to beneficiaries according to the laws of the state where the deceased was a legal resident.
- If you select 'No' for the previous question, note that a refund cannot be processed until you submit the appropriate court certificate or evidence of entitlement.
- Enter your taxpayer identification number (TIN) in the claimant’s TIN section.
- State your relationship to the deceased again for clarity.
- Sign the form to request a refund of the DC income tax overpaid by or on behalf of the deceased, and include the date and your telephone number.
- Finally, attach this completed form to the deceased’s D-40 along with a copy of the death certificate or alternative proof of death. If applicable, attach a copy of the court certificate of appointment.
Complete and submit the DC FR-147 online to ensure a smooth refund process.
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