Claim decedents form 2025

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The document is a Form 804 from the Wisconsin Department of Revenue, used to claim a tax refund on behalf of a deceased taxpayer. It outlines the necessary information required for submission, including details about the decedent and the claimant's relationship to them. The form includes instructions for filing, eligibility criteria for personal representatives, and guidelines for providing proof of death without attaching it to the form.

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Versions	Form popularity	Fillable & printable
2023	4.6 Satisfied (26 Votes)
2021	4.5 Satisfied (60 Votes)
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Who must use form 1310?

Form 1310 is a tax form that is filed with the IRS to request a tax refund for a deceased individual. This form is typically filed by a surviving spouse, another beneficiary, or the executor of the deceaseds estate.

What triggers an estate tax return?

An estate tax return (Form 706) must be filed if the gross estate of the decedent (who is a U.S. citizen or resident), increased by the decedents adjusted taxable gifts and specific gift tax exemption, is valued at more than the filing threshold for the year of the decedents death, as shown in the table below.

What is the 8821 form?

File Form 8821 to: Authorize any individual, corporation, firm, organization, or partnership you designate to inspect and/or receive your confidential information verbally or in writing for the type of tax and the years or periods listed on the form.

Who is required to file form 1310?

If a tax refund is due, the person claiming the refund must fill out IRS Form 1310: Statement of Person Claiming Refund Due to Deceased Taxpayer unless the person is a surviving spouse filing a joint return or a court-appointed personal representative.

What IRS form do I file for a deceased person?

Sometimes when there isnt a surviving spouse or appointed representative, a personal representative will file the final return and attach Form 1310, Statement of Person Claiming Refund Due a Deceased Taxpayer.

Who is not required to file?

If you earn less than the Standard Deduction for your filing status, you likely dont need to file a tax return. Even if you dont meet the filing threshold, you may still have to file taxes if you have other types of income.

Do I file a 1040 or 1041 for deceased?

As executor of an estate, the form youll file for the deceased person is Form 1040 as a final return.

What are the IRS rules for surviving spouse after death?

The IRS considers the surviving spouse married for the full year their spouse died if they dont remarry during that year. The surviving spouse is eligible to use filing status married filing jointly or married filing separately. The same tax deadlines apply for final returns.

Claim decedents form 2025

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