Home
Forms Library
Irs death notification form

Deceased person form 2026

irs death notification form Preview on Page 1

See details

4.9 out of 5

42 votes

The document is a form (OR-243) from the Oregon Department of Revenue used to claim a refund due to a deceased person. It requires information about the decedent, the claimant, and details regarding the estate's probate status. The form includes questions to determine eligibility for claiming the refund and mandates that certain conditions be met, such as appointing a personal representative or filing a small-estate affidavit. The claimant must also promise to use the funds for the decedent's last expenses and provide a signature.

Here's how it works

01. Edit your irs death notification form online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send irs death notification form pdf via email, link, or fax. You can also download it, export it or print it out.

How to use or fill out deceased person form with DocHub

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Click ‘Get Form’ to open the deceased person form in our editor.
Begin by entering the decedent’s first and last name, along with their Social Security number (SSN) in the designated fields.
Fill in the date of death and provide your contact information as the claimant, including your name, address, and phone number.
Answer the questions regarding estate representation. If a personal representative has been appointed, ensure they claim the refund.
Indicate if a small-estate affidavit has been filed and whether the probate is closed. This will determine who can claim the refund.
Select your kinship group from the options provided to establish your eligibility for payment.
Attach a photocopy of the death certificate and any necessary documents before signing and dating the form.
Finally, submit the completed form to the Oregon Department of Revenue as instructed.

Start using our platform today to easily fill out and manage your deceased person form for free!

See more deceased person form versions

We've got more versions of the deceased person form form. Select the right deceased person form version from the list and start editing it straight away!

Versions	Form popularity	Fillable & printable
2023	4.1 Satisfied (23 Votes)
2022	4.2 Satisfied (56 Votes)
2021	4.9 Satisfied (42 Votes)
2020	4.3 Satisfied (80 Votes)
2017	4.8 Satisfied (31 Votes)

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What to write for a deceased person in form?

write The Estate of the Late before the name of the person who died. give your address as the mailing address.

Who can file for a deceased person?

The filing of the deceased taxpayers final return usually falls to the executor or administrator of the estate, but if neither is named, then the task needs to be taken over by a survivor of the deceased.

What is the form for a deceased person?

Form 1310 is a tax form that is filed with the IRS to request a tax refund for a deceased individual.

What is form 56 for a deceased person?

The main purpose of this form is to establish the trustee or fiduciary as responsible for the accounts of an estate.

Does every estate have to file a form 706?

Do all estates have to file Form 706? No, not all estates need to file Form 706. Only estates with gross assets and prior taxable gifts exceeding the annually determined exemption amount are required to file this form. For 2023, this threshold is set at $12.92 million, or $13.61 million in 2024.

Complete this form in 5 minutes or less

Get form

What IRS form do I use 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 responsible for filing the final return?

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.

Deceased person form 2026

Here's how it works