2023 I-804 Form 804 Claim for Decedent's Wisconsin Income Tax Refund (fillable)-2026

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The document is a Form 804 from the Wisconsin Department of Revenue, used to claim a refund of income tax on behalf of a deceased taxpayer. It outlines the necessary information required for submission, including details about the decedent and the claimant's relationship to them. The form includes instructions for filing, requirements for personal representatives, and guidelines for providing proof of death.

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Click ‘Get Form’ to open the 2023 I-804 Form in the editor.
Begin by entering the tax year for which the decedent was due a refund. Use black ink and ensure clarity in your entries.
Fill in the decedent’s legal name, social security number, and date of death. This information is crucial for processing the claim.
Indicate your relationship to the decedent by checking one of the boxes provided. Ensure you have proof of death available if required.
In Part II, sign and date the form, confirming that all information is accurate to the best of your knowledge.
Once completed, save your form and follow instructions for submission, either electronically or via mail to the Wisconsin Department of Revenue.

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Versions	Form popularity	Fillable & printable
2023	4.6 Satisfied (26 Votes)
2021	4.5 Satisfied (60 Votes)
2020	4.8 Satisfied (147 Votes)
2011	4 Satisfied (58 Votes)

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How do you file taxes for a deceased person in Wisconsin?

Use Form 804 to claim a refund on behalf of a deceased taxpayer. If you are claiming a refund on behalf of a deceased tax- payer, you may be required to file Form 804. If you are unable to cash the refund check that was sent to you, you should return it with a completed Form 804.

What is the 804 form for Wisconsin income tax?

Use Form 804 to claim a refund on behalf of a decedent (deceased taxpayer). If you are filing the decedents income tax return, submit Form 804 with the return. Also, check the box below the special conditions box on page 1 of Form 1 or 1NPR indicating you are filing Form 804 with the return.

Are Wisconsin tax forms available?

How can I get Wisconsin tax forms and publications? You may obtain most Wisconsin tax forms and publications in one of the following ways: Download forms and publications in docHub PDF format by visiting the Forms page or the Publications page.

what is form 804

Form 804 wisconsin 2024 Wisconsin Form 804 Wisconsin form 804 TurboTax Form 1310 Wisconsin Department of Revenue Wisconsin Tax Forms 2023

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How do I 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 if: You are NOT a surviving spouse filing an original or amended joint return with the decedent; and You are NOT a personal representative (defined later) filing, for the decedent, an original Form 1040, 1040-SR, 1040A, 1040EZ,

Can I deposit a refund check for deceased person?

Take the check and a copy of the death certificate to your bank and try to cash or deposit it. If your bank will not accept the refund check, contact us . We will send you a letter, which authorizes the bank to accept the check.

Can I file back tax returns on behalf of deceased?

Usually, the person who has been appointed to settle a deceased persons financial affairs (often referred to as the estate administrator) is required to file any outstanding income tax returns where the filing requirement was met.

Can you electronically file a return for a deceased taxpayer with a refund?

Yes, it can. If paper-filed, write Deceased, the taxpayers name, and the taxpayers date of death across the top of the final return. If e-filed, follow the directions provided by the tax software and be sure to indicate the taxpayer is deceased and the date of death.

How do I get a refund from the IRS for a deceased person?

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.