Get Dc Fr-147 2023-2025

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.

1. Click ‘Get Form’ button to access the DC FR-147 online and open it in your preferred editor.
2. 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).
3. Provide your name as the person claiming the refund by entering your first name, middle initial, and last name.
4. Complete your home address, including the number, street, suite/apartment number (if applicable), city, state, and zip code +4.
5. 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).
6. Answer whether the deceased left a will by selecting 'Yes' or 'No'.
7. Indicate if an executor or administrator has been appointed for the estate, and if not, whether one will be appointed.
8. Clarify if you will pay the refund to beneficiaries according to the laws of the state where the deceased was a legal resident.
9. 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.
10. Enter your taxpayer identification number (TIN) in the claimant’s TIN section.
11. State your relationship to the deceased again for clarity.
12. 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.
13. 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.