Form OR-243 2026

See details

4.8 out of 5

31 votes

The document is Form OR-243, used by heirs to claim tax refunds on behalf of deceased taxpayers in Oregon. It outlines the necessary information and conditions for filing the claim, including details about the decedent, claimant, and estate status. The form requires signatures and may need attachments such as a death certificate or court documents, depending on whether the estate is probated or not.

Here's how it works

01. Edit your form online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send it via email, link, or fax. You can also download it, export it or print it out.

How to use or fill out Form OR-243 with our platform

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Click ‘Get Form’ to open Form OR-243 in the editor.
Begin by entering the date received and the calendar year for which you are claiming a refund. Fill in the name of the decedent and their date of death.
Next, provide your information as the claimant, including your name, Social Security number, phone number, and address.
Answer the questions regarding estate representation. If applicable, check 'Yes' or 'No' for each question about personal representatives and small-estate affidavits.
Indicate your relationship to the decedent by checking one of the kinship groups listed. Ensure you attach a photocopy of the death certificate if required.
Finally, sign and date the form at the bottom. Make sure all necessary documents are attached before submitting.

Start using our platform today to easily complete Form OR-243 for free!

See more Form OR-243 versions

We've got more versions of the Form OR-243 form. Select the right Form OR-243 version from the list and start editing it straight away!

Versions	Form popularity	Fillable & printable
2023	4.1 Satisfied (23 Votes)
2022	4.2 Satisfied (56 Votes)
2021	4.9 Satisfied (42 Votes)
2020	4.3 Satisfied (80 Votes)
2017	4.8 Satisfied (31 Votes)

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

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

How do you cash a refund check for a deceased person?

How to request relief. To request injured spouse relief, file Form 8379, Injured Spouse Allocation. You can file it with your tax return by mail or electronically. You can also mail it separately when you receive notice that your refund was applied to an outstanding debt.

Does form 1041 have to be filed every year?

If youre wondering when to file 1041 Forms, you should file it each year the estate is open. As long as the estate exists, a Form 1041 should be filed. The due date for filing a 1041 falls on tax day.

What is Oregon form 243?

Use Form OR-243 to claim a tax refund on behalf of a deceased taxpayer. Who should use this form? An heir of a deceased taxpayer must file Form OR-243 to claim a refund when there is no trustee or court appointed representative.

Try more PDF tools