Form Sc 1310 - Statement Of Person Claiming Refund Due A ...-2025

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How to use or fill out Form Sc 1310 - Statement Of Person Claiming Refund Due A Deceased Taxpayer

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  1. Click ‘Get Form’ to open it in the editor.
  2. Begin by entering the tax year for which the decedent was due a refund. Specify whether it is a calendar or fiscal year.
  3. Fill in the name and Social Security Number of the decedent, along with their date of death.
  4. Provide your name as the claimant and your permanent address at the time of the decedent's death, including mailing address if different.
  5. In Part I, check the appropriate box that applies to your situation: surviving spouse, personal representative, or other claimant. Ensure you sign and date in Part III.
  6. If you checked Box C in Part I, complete Part II by answering questions regarding the decedent's will and personal representative appointment.
  7. Finally, sign and date in Part III to verify your claim for refund and attach any required documents before submission.

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You must attach a copy of the court certificate showing your appointment. But if you have already sent the court certificate to the IRS, complete Form 1310 and write Certificate Previously Filed at the bottom of the form.
Claim a refund If a refund is due on the individual income tax return of the deceased, claim the refund by submitting Form 1310, Statement of a Person Claiming Refund Due a Deceased Taxpayer.
The steps to be followed for raising the refund re-issue request are: Login to the e-filing portal as the legal heir. Navigate to Services and then select Refund Reissue. Enter the PAN of the deceased taxpayer. Verify the assessment year and ensure that they are correct.
Form 3911 is completed by the taxpayer to provide the Service with information needed to trace the nonreceipt or loss of the already issued refund check.
What Is Form 1310: Statement of Person Claiming Refund Due a Deceased Taxpayer? Form 1310 is a tax form that is used to claim a refund for a deceased taxpayer. Form 1310 informs the Internal Revenue Service (IRS) that a taxpayer has died and that a refund is being claimed by their beneficiaries and/or estate.
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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.
If you are filing Form 1310 separately, send it to the same Internal Revenue Service Center where the original return was filed. If the original return was filed electronically, mail Form 1310 to the Internal Revenue Service Center designated for the address shown on your completed Form 1310 above.

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