Form M-1310 Statement of Person Claiming Refund Due a Preview on Page 1

Form M-1310 Statement of Person Claiming Refund Due a-2026

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  1. Click ‘Get Form’ to open it in the editor.
  2. Begin by entering the decedent’s name in the first field. Ensure you include the last name, followed by the first and middle initial.
  3. Next, input the date of death in the designated field. Use the format MM/DD/YYYY for clarity.
  4. In section four, provide your name as the person claiming the refund, again using last, first, and middle initial.
  5. Fill in your daytime phone number with area code to ensure easy communication.
  6. Complete your home address including street number, city, state, and ZIP code in sections six and seven.
  7. Indicate your relationship to the decedent by checking one of the boxes provided in section eight.
  8. If applicable, complete Part 2 based on your selection in Part 1 regarding personal representation and will status.
  9. Finally, review all entries for accuracy before signing and dating at the bottom of Part 3 to confirm your request for a refund.

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1310

Use Form 1310 to claim a refund on behalf of a deceased taxpayer. You do not need to file Form 1310 to claim the refund on Mr. Greens tax return.

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Form 1310 (Rev. December 2025)

Aug 18, 2025 Statement of Person Claiming Refund Due a Deceased. If filing a joint return and both taxpayers are deceased, complete a Form 1310 for each. :

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