Home
Forms Library
Irs death notification form

Deceased person form 2025

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 their relationship, as well as details regarding the estate's probate status. The form must be submitted in original format and includes declarations and promises regarding the use of funds.

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.

The best way to edit Deceased person form online

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

With DocHub, making changes to your documentation takes just a few simple clicks. Make these quick steps to edit the PDF Deceased person form online for free:

Sign up and log in to your account. Log in to the editor using your credentials or click Create free account to evaluate the tool’s features.
Add the Deceased person form for redacting. Click the New Document button above, then drag and drop the file to the upload area, import it from the cloud, or via a link.
Modify your template. Make any changes required: add text and pictures to your Deceased person form, highlight information that matters, erase parts of content and replace them with new ones, and insert symbols, checkmarks, and fields for filling out.
Finish redacting the form. Save the updated document on your device, export it to the cloud, print it right from the editor, or share it with all the parties involved.

Our editor is very user-friendly and efficient. Try it now!

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 is a form 56 for a deceased person?

You need to file IRS Form 56 if you take on a fiduciary role, such as an executor, administrator, trustee, guardian, or receiver. Here are some examples: Executor of an Estate: If you are handling the tax matters of a deceased persons estate, you must file Form 56.

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.

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.

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.

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.

What is the IRS form for a deceased person?

Use Form 1310 to claim a refund on behalf of a deceased taxpayer. You must file Form 1310 if the description in line A, line B, or line C on the form above applies to you.

What is the document for a deceased person?

Decedent is the legal term used in tax and estate planning to refer to a deceased person. Decedents may have financial obligations after their deaths. Attorneys, executors, or trustees are responsible for meeting those obligations and carrying out decedents wishes as outlined in their wills and/or trusts.

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.

Deceased person form 2025

Here's how it works