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In general, file and prepare the final individual income tax return of a deceased person the same way you would if the person were alive. Report all income up to the date of death and claim all eligible credits and deductions.
Use Form 1310 to claim a refund on behalf of a deceased taxpayer. If you are claiming a refund on behalf of a deceased taxpayer, you must file Form 1310 unless either of the following applies: Example.
Filing the final return The executor usually files a joint return, but the surviving spouse can file it if no executor or administrator has been appointed. (For the two years following a spouses death, the surviving spouse can file as a qualifying widow or widower.
In general, a surviving spouse or other beneficiary or the executor of an estate files IRS Form 1310. If the deceased had a will, the executor named in the will is responsible for this filing.
Claiming a refund If you file a return and claim a refund for a deceased taxpayer, you must be: A surviving spouse/RDP. A surviving relative. The sole beneficiary.
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From the Main Menu of the tax return (Form 1040) select: Miscellaneous Forms. Claim Refund Due a Deceased Taxpayer (1310) Enter the Social Security Number, name, and address of the individual claiming the decedents refund. Select each menu item in the Form 1310 Menu and provide the requested information.
If you file a return and claim a refund for a deceased taxpayer, you must be: A surviving spouse/RDP. A surviving relative. The sole beneficiary.
Use Form 1310 to claim a refund on behalf of a deceased taxpayer.
Yes, you can file IRS Form 1310 in TurboTax to claim the tax refund for a decedent return (a return filed on the behalf of a deceased taxpayer).
If you are claiming a refund on behalf of a deceased taxpayer, you must file Form 1310 if: You are NOT a surviving spouse filing an original or amended joint return with the decedent; and You are NOT a personal representative (defined later) filing, for the decedent, an original Form 1040, 1040-SR, 1040A, 1040EZ,

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