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Form 507 Statement of Person Claiming an Income Tax Refund Due a Deceased Taxpayer

Form 507 Statement of Person Claiming an Income Tax Refund Due a Deceased Taxpayer 2026

Form 507 Statement of Person Claiming an Income Tax Refund Due a Deceased Taxpayer Preview on Page 1

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4.8 out of 5

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The document is Form 507, used in Oklahoma for claiming an income tax refund on behalf of a deceased taxpayer. It outlines the necessary information and steps required for individuals, either as court-appointed personal representatives or other claimants, to request refunds due to the decedent. The form includes sections for identifying the decedent, verifying the claimant's relationship to the estate, and providing required documentation such as proof of death. Specific instructions are provided for filing the form correctly.

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Click ‘Get Form’ to open it in the editor.
Begin by entering the tax year for which the decedent was due a refund. Fill in the name, date of death, and Social Security number of the decedent.
In Part 1, check the appropriate box indicating whether you are a court-appointed personal representative or another person claiming on behalf of the estate. Ensure to complete Part 3 if you select option B.
If you checked box B in Part 1, proceed to Part 2. Answer questions regarding whether the decedent left a will and if a personal representative has been appointed.
Complete Part 3 by signing and dating the form, confirming that all information provided is accurate. Attach any required documentation such as proof of death or court orders as necessary.

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Versions	Form popularity	Fillable & printable
2021	4.8 Satisfied (46 Votes)
2016	4.2 Satisfied (67 Votes)

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Where does a tax refund go for a deceased person?

Court-Appointed or Certified Personal Representative The representative must attach a copy of the court certificate showing their appointment to the return. In most cases, Form 1310 is not required if a copy of the court appointment is included. The IRS will issue the refund to the estate.

How do I claim a refund on behalf of a deceased taxpayer?

To get the refund, you must complete and attach Form 1310 to your fathers final return. You should check the box on Form 1310, line C; answer all the questions in Part II; and sign your name in Part III. You must also keep a copy of the death certificate or other proof of death for your records.

What happens if a final tax return is not filed for a deceased person?

If you dont file taxes for a deceased person, the IRS can take legal action by placing a federal lien against the Estate. This essentially means you must pay the federal taxes before closing any other debts or accounts. If not, the IRS can demand the taxes be paid by the legal representative of the deceased.

Who gets the tax refund of a deceased person after?

If the deceased was due to receive a tax refund, determining who is entitled to the money is a key issue for the surviving spouse, family members and estate representatives. In most cases, the IRS allows those legally responsible for the estate to claim the refund.

How to endorse a tax refund check for a deceased person?

Title the account clearly: Estate of [Decedent Name], Deceased[Your Name], Personal Representative. Endorse refund checks with the estate name and your representative title before depositing.

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How long does it take to receive a tax refund for a deceased person?

Processing times can vary, but it typically takes several weeks for the IRS to process Form 1310 and issue a refund. What if the deceased taxpayer owes taxes? If the deceased taxpayer owes taxes, the amount due must be paid before any refund can be issued.

Do I need to send a death certificate to the IRS?

On the final tax return, the surviving spouse or representative should note that the person has died. The IRS doesnt need a copy of the death certificate or other proof of death. Usually, the representative filing the final tax return is named in the persons will or appointed by a court.

How to claim a refund of a deceased person?

The steps to be followed for raising the refund re-issue request are: Login to the e-filing portal as the legal heir. Navigate to Services and then select Refund Reissue. Enter the PAN of the deceased taxpayer. Verify the assessment year and ensure that they are correct.