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Form OR-243 2026
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- 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.
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