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- Click ‘Get Form’ to open it in the editor.
- Begin by selecting the 'Calendar year' field and type in the relevant tax year for which the decedent was due a refund.
- Fill in the decedent's name, date of death, and their Social Security number. Ensure accuracy as this information is crucial for processing.
- Enter your own name and Social Security number, along with your home address. If you have a foreign address, follow the specific instructions provided.
- In Part I, check the appropriate box that describes your relationship to the decedent. Only select one option and complete Part II below.
- In Part II, sign and date the form to verify that all information is true and correct. This step is essential for validation.
- Once completed, save your work and print the form if necessary. Follow any additional instructions for submission.
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