
The latest information. See instructions below and on back. Attachment Sequence No. 87 Tax year decedent was due a refund: Calendar year , or other tax year beginning , 20 Name of decedent. If filing a joint return and both taxpayers are deceased, complete a Form 1310 for each. See instructions. , and ending , 20 Decedent s social security number Date of death Please Name of person claiming refund print or type Address of person claiming refund (number and street). If you have a P.O.
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How to fill out the IRS 1310 online
Filing the IRS Form 1310 is necessary for individuals claiming a refund on behalf of a deceased taxpayer. This guide provides clear instructions on how to fill out this form online, ensuring you can navigate the process with confidence and ease.
Follow the steps to complete the IRS 1310 online.
- Click ‘Get Form’ button to obtain the form and open it in the editor.
- Begin by entering the tax year for which the decedent was due a refund. This can be a calendar year or another tax year beginning on a specified date.
- Input the name of the decedent along with their social security number, and indicate the date of death. If you are filing a joint return with both taxpayers deceased, complete a separate Form 1310 for each.
- Fill in your information as the person claiming the refund, including your name, address, and social security number. If you use a P.O. Box, refer to the form instructions.
- Review Part I and check only one box: A if you are a surviving spouse requesting reissuance of a refund check, B if you are a court-appointed personal representative, or C if you are another person claiming the refund for the estate.
- If you selected line C, complete Part II by answering questions about whether the decedent left a will and if a personal representative has been appointed. Ensure you go through all questions carefully.
- In Part III, sign and date the form confirming that you request a refund due to overpayment by the decedent. Optionally, include your phone number.
- Once the form is complete, you can save changes, download, print, or share the form as needed. Follow the instructions for where to send the form based on your situation.
Complete your IRS 1310 form online today to ensure you receive the refund due.
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