Home
Forms Library
Deceased Taxpayer Refund Check Claim Form

Deceased Taxpayer Refund Check Claim Form 2025

Deceased Taxpayer Refund Check Claim Form Preview on Page 1

See details

4.3 out of 5

25 votes

The document is a claim form (GA-5347) from the Georgia Department of Revenue for requesting a tax refund check on behalf of a deceased taxpayer. It outlines the necessary information required from both the decedent and the claimant, including their names, social security numbers, and relationship. The form provides specific instructions for different types of claimants (surviving spouse, personal representative, or heirs) and details the documentation needed to process the claim. Additionally, it includes an affidavit section that must be notarized and a verification section for the claimant's signature.

Here's how it works

01. Edit your 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 it via email, link, or fax. You can also download it, export it or print it out.

How to use or fill out Deceased Taxpayer Refund Check Claim Form

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Click ‘Get Form’ to open the Deceased Taxpayer Refund Check Claim Form in our editor.
In Section 1, accurately fill in the decedent's name, Social Security number, date of death, and your information as the claimant. Ensure that all details are correct to avoid delays.
Proceed to Section 2 and check the appropriate box that describes your relationship to the decedent. If you are claiming as a surviving spouse or personal representative, attach the required documents such as the original check and death certificate.
If applicable, complete Section 3 by checking Line C if you are claiming a refund less than $1,000. Fill out the affidavit and have it notarized.
Finally, sign Section 4 to verify your claim. This step is crucial for processing your request.

Start using our platform today for free to streamline your form completion process!

See more Deceased Taxpayer Refund Check Claim Form versions

We've got more versions of the Deceased Taxpayer Refund Check Claim Form form. Select the right Deceased Taxpayer Refund Check Claim Form version from the list and start editing it straight away!

Versions	Form popularity	Fillable & printable
2018	4.3 Satisfied (25 Votes)
2016	4.7 Satisfied (190 Votes)
2004	4 Satisfied (35 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.

How long does it take to get a refund from form 843?

Mail Form 843 with attachments (in a separate envelope than your tax return) to: Department of the Treasury, Internal Revenue Service Center, Ogden, UT 84201-0038. The refund from the IRS can take up to 6 months.

What is form 843 claim for refund?

If you have paid penalties that the IRS charged you, you can use IRS Form 843, Claim for Refund and Request for Abatement to request abatement and a refund. This form can be used to request abatement for penalties associated with the following types of taxes: income, estate, gift, employment and excise.

What is the purpose of form 843?

Purpose of Form Use Form 843 to claim a refund or request an abatement of certain taxes, penalties, additions to tax, interest, and fees. Do not use Form 843 to request an abatement of income, estate, or gift tax.

What qualifies as a reasonable cause?

Reasonable cause may be established if a taxpayer can show that failure to comply with the law occurred despite the exercise of ordinary business care and prudence. For more information on reasonable cause, go to ftb.ca.gov and search for reasonable cause.

How do I claim a refund for a deceased taxpayer?

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.

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 do I 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.

Deceased Taxpayer Refund Check Claim Form 2025

Here's how it works

How to use or fill out Deceased Taxpayer Refund Check Claim Form