Form OR-243, Claim to Refund Due a Deceased Person, ... 2025

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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 regarding the use of funds and responsibilities for accounting.

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How do I claim a deceased persons tax return?

You should also complete and file with the final return a copy of Form 1310, Statement of Person Claiming Refund Due a Deceased Taxpayer. Although the IRS says you dont have to file Form 1310 if you are a surviving spouse filing a joint return, you probably should file the form anyway to head off possible delays.

How long does it take to get a tax refund for a deceased person?

Processing times can vary, but it typically takes several weeks for the IRS to process Form 1310 and issue a refund. What if the deceased taxpayer owes taxes? If the deceased taxpayer owes taxes, the amount due must be paid before any refund can be issued.

How to claim a refund for a deceased taxpayer?

To get the refund, you must complete and attach Form 1310 to your fathers final return. You should check the box on Form 1310, line C; answer all the questions in Part II; and sign your name in Part III. You must also keep a copy of the death certificate or other proof of death for your records.

What happens if a deceased person owes back taxes?

While some debts disappear after the debtor dies, thats not true of tax debts. That debt is now owed to the IRS by the deceaseds estate, and the IRS will attach a lien to it for the amount owed. If the estate includes property, like a home, the lien may include that property.

What happens to IRS refund when someone dies?

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.

How does IRS issue a refund to a deceased taxpayer?

To get the refund, you must complete and attach Form 1310 to your fathers final return. You should check the box on line C of Form 1310, answer all the questions in Part II, and sign your name in Part III. You must also attach a copy of the death certificate or proof of death.

What if a taxpayer dies and owes the IRS money?

Who Is Responsible for a Deceased Persons Tax Balance? The deceaseds estate is responsible for paying tax balances. An executor or administrator typically manages the estate, depending on whether the person passed away with or without a will.

How to endorse a tax refund check for a deceased person?

In the envelope, include: The letter. The original refund check. Endorse the back of the check: Pay to the order of FTB (dont write VOID on the check) A copy of the death certificate.

Form OR-243, Claim to Refund Due a Deceased Person, ... 2025

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Form OR-243, Claim to Refund Due a Deceased Person, ... 2025

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Got questions?

How do I claim a deceased persons tax return?

How long does it take to get a tax refund for a deceased person?

How to claim a refund for a deceased taxpayer?

What happens if a deceased person owes back taxes?

What happens to IRS refund when someone dies?

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