Statement of Person Claiming Refund Due a Deceased 2026

1. Click ‘Get Form’ to open the Statement of Person Claiming Refund Due a Deceased in our editor.
2. Begin by filling out the Decedent Information section. Enter the decedent's first name, middle initial, last name, taxpayer ID, and date of death.
3. Next, complete the Estate Information section. Provide the estate name and address details including city, state, and zip code.
4. In Part 1, check the appropriate box that applies to your situation: either as a personal representative or another person claiming the refund. Ensure you attach any required documents such as a court certificate or proof of death.
5. If you checked Box B, answer the questions regarding the will and appointment of a personal representative. This is crucial for processing your claim.
6. Finally, in Part 3, sign and date the form to verify your request for a refund. Make sure all information is accurate before submission.

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