How to File IRS Form 1310 - Refund Due a Deceased Taxpayer-2026

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The document is a Mississippi Fiduciary Income Tax Return form for estates and trusts for the tax year 2022. It includes sections for reporting taxable income, tax due, payments, refunds, and balance due. The form requires information about the entity, fiduciary details, and various credits and deductions applicable to the estate or trust.

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Click ‘Get Form’ to open it in the editor.
Begin by entering the decedent's information, including their name, Social Security Number (SSN), and date of death. This is crucial for identifying the taxpayer.
Fill in the entity details if applicable, such as the Entity FEIN and type of entity. Ensure you check all relevant boxes that apply to your situation.
Complete the income tax section by entering Mississippi taxable income and calculating total tax due. Use our platform’s calculation tools for accuracy.
If applicable, indicate any payments made and calculate any refund or balance due. Make sure to double-check these figures for correctness.
Finally, sign and date the form. If using our editor, you can easily add your signature electronically.

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What happens if a deceased person is owed a tax refund?

Bottom Line. When someone passes away and is owed a tax refund, that money does not disappear. The appropriate partysuch as a surviving spouse, court-appointed representative, or other qualified individual filing Form 1310may claim the funds.

How do I claim a refund on behalf of 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 if the deceased is owed a refund?

If the deceased was due to receive a tax refund, determining who is entitled to the money is a key issue for the surviving spouse, family members and estate representatives. In most cases, the IRS allows those legally responsible for the estate to claim the refund.

How to claim a refund of a deceased person?

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.

What happens if a deceased person owes back taxes?

If a deceased person owes taxes the Estate can be pursued by the IRS until the outstanding amounts are paid. The Collection Statute Expiration Date (CSED) for tax collection is roughly 10 years -- meaning the IRS can continue to pursue the Estate for that length of time.

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Can a deceased persons tax refund be direct deposited?

According to TurboTax Deluxe Desktop, you cant have a refund direct deposited to an account with an EIN. If you are the personal representative, you have to enter your SSN on form 1310. Also, in IRS pub 559 the instructions are for 1040 1040-SR, with a note about form 1040-X.

Can you electronically file a return for a deceased taxpayer?

A tax return for a decedent can be electronically filed if the individual died within the tax year. However, if the person died after the tax year ended but before the return was filed, the return cannot be e-filed.