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If you file a return and claim a refund for a deceased taxpayer, you must be: A surviving spouse/RDP. A surviving relative. The sole beneficiary.
Key Takeaways. A final return for decedent refers to a tax return filed for an individual in the year of that persons death. Typically, the surviving spouse or person appointed by the courts to administer affairs relating to the deceased persons estate is responsible for signing tax forms.
The IRS doesnt need any other notification of the death. Usually, the representative filing the final tax return is named in the persons will or appointed by a court. Sometimes when there isnt a surviving spouse or appointed representative, a personal representative will file the final return.
you can only direct deposit to the Estate bank account of the deceased, which you should already have established.
If you file a return and claim a refund for a deceased taxpayer, you must be: A surviving spouse/RDP. A surviving relative. The sole beneficiary.

People also ask

Use Form 1310 to claim a refund on behalf of a deceased taxpayer. If you are claiming a refund on behalf of a deceased taxpayer, you must file Form 1310 unless either of the following applies: Example.
What Happens if a Deceased Person Owes 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.
The decedents final return includes income and deductions through the date of death, but certain elections, such as deducting medical costs paid after death, should be considered. It is the responsibility of the decedents executor or personal representative to file the decedents final Form 1040.

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