Form 1310-2025

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The document is Form 1310, used to claim a tax refund on behalf of a deceased taxpayer. It outlines the necessary information and steps required for individuals, such as surviving spouses or personal representatives, to file for refunds due to overpaid taxes by the decedent. The form includes sections for personal details, verification of claims, and specific instructions on filing procedures.

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Click ‘Get Form’ to open Form 1310 in the editor.
Begin by entering the tax year for which the decedent was due a refund. Specify whether it is a calendar year or another tax year.
Fill in the name of the decedent and their date of death. Ensure accuracy as this information is crucial for processing.
Provide your social security number and your name as the person claiming the refund. Make sure to print or type clearly.
Complete Part I by checking the appropriate box that applies to your situation: surviving spouse, court-appointed representative, or other claimant.
If you checked line C, complete Part II by answering questions regarding the decedent's will and personal representative status.
In Part III, sign and verify your request for a refund, declaring that all information provided is true and correct.

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Versions	Form popularity	Fillable & printable
2021	4.8 Satisfied (68 Votes)
2020	4.4 Satisfied (80 Votes)
2019	4.2 Satisfied (47 Votes)
2014	4.3 Satisfied (185 Votes)
2002	4 Satisfied (55 Votes)
1992	3.9 Satisfied (29 Votes)

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Can you electronically file a return for a deceased taxpayer?

A decedent taxpayers tax return can be filed electronically. Follow the specific directions provided by your preparation software for proper signature and notation requirements.

Which of the following individuals must use form 1310 statement of person claiming refund due a deceased taxpayer?

Who Can File Form 1310: Statement of Person Claiming Refund Due a Deceased Taxpayer? The surviving spouse, another beneficiary, or the executor of an estate generally files IRS Form 1310. But it all depends if the deceased has a will or note. Probate court procedures vary by state.

Can form 1310 be filed electronically with the IRS?

0:49 3:05 When it comes to filing form 1310 its important to know that it cannot be efiled. Yes you heardMoreWhen it comes to filing form 1310 its important to know that it cannot be efiled. Yes you heard that right it must be mailed to the IRS. This is because the IRS requires specific documentation and

Does form 1310 have to be mailed?

If you are filing Form 1310 separately, send it to the same Internal Revenue Service Center where the original return was filed. If the original return was filed electronically, mail Form 1310 to the Internal Revenue Service Center designated for the address shown on your completed Form 1310 above.

Who needs 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.

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Can you file form 1310 electronically?

Form 1310 can be filed electronically when it is attached to a Form 1040, 1040-SR, 1040-NR, or 1040-SS being filed electronically. If you are filing Form 1310 separately, send it to the same Internal Revenue Service Center where the original return was filed.

Who signs the tax return of a deceased person?

Any appointed representative must sign the return. If its a joint return, the surviving spouse must also sign it. If there isnt an appointed representative, the surviving spouse filing a joint return should sign the return and write in the signature area labeled, filing as surviving spouse.

Which IRS forms cannot be electronically filed?

In addition, some Forms 1040, 1040-A, 1040-EZ, and 1041 cannot be e-filed if they have attached forms, schedules, or documents that IRS does not accept electronically.

Form 1310-2025

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Got questions?

Can you electronically file a return for a deceased taxpayer?

Which of the following individuals must use form 1310 statement of person claiming refund due a deceased taxpayer?

Can form 1310 be filed electronically with the IRS?

Does form 1310 have to be mailed?

Who needs to file form 1310?

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People also ask

Can you file form 1310 electronically?

Who signs the tax return of a deceased person?

Which IRS forms cannot be electronically filed?

1310 tax form

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