Form 1310 (Rev October 2024) Statement of Person Claiming Refund Due a Deceased Taxpayer-2025

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Form 1310 is used to claim a tax refund on behalf of a deceased taxpayer. It outlines the eligibility criteria for filing, including situations for surviving spouses and personal representatives. The form requires information about the decedent, the claimant, and specific circumstances regarding the estate. Instructions are provided for completing the form and where to file it, along with legal disclaimers regarding privacy and penalties for false information.

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What circumstances will the personal representative need to file form 1310?

If not filing a joint return, write the decedents name in the name field and the personal representatives name and address in the address field. If a refund is due to the decedent, it may be necessary to file Form 1310, Statement of Person Claiming Refund Due a Deceased Taxpayer with the return.

How does IRS issue a refund to 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 line C of Form 1310, answer all the questions in Part II, and sign your name in Part III. You must also attach a copy of the death certificate or proof of death.

Where can I get the IRS form 1310?

You can download Form 1310, titled Statement of Person Claiming Refund Due a Deceased Taxpayer, from the official website of the Internal Revenue Service (IRS). You can also request a copy by calling the IRS or visiting a local IRS office.

What is a 1310 statement of person claiming refund?

Use Form 1310 to claim a refund on behalf of a deceased taxpayer. You must file Form 1310 if the description in line A, line B, or line C on the form above applies to you. For more details on these descriptions, see Line A, Line B, and Line C, later.

Does TurboTax have form 1310?

Lastly, if the tax return for the decedent has a refund, youll need to complete Form 1310 - Statement of Person Claiming a Refund Due a Deceased Taxpayer. It can be completed in TurboTax.

filing a tax return for a deceased person

Form 1310 instructions IRS Form 1310 instructions 2023 Does Form 1310 need to be mailed IRS Form 1310 instructions 2022 IRS Form 1310 printable PDF Under which of the following circumstances will the personal representative need to file Form 1310 Where do I mail Form 1310 to the IRS Who is not required to file Form 1310

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Does an executor have to file form 1310?

Presence of a will: If there is a will, the named executor takes on the responsibility of preparing and submitting Form 1310.

Where can I get a 1310 tax form online?

Obtain Form IRS 1310 from the IRS website or an authorized distributor. Fill in the decedents information: name, Social Security number, and date of death. Include your information as the claimant, such as your name, address, and relationship to the decedent.

Can I file IRS form 1310 electronically?

Form 1310 can be filed electronically when it is attached to a Form 1040, 1040-SR, 1040-NR, or 1040-SS being filed electronically. If you are filing Form 1310 separately, send it to the same Internal Revenue Service Center where the original return was filed.

Form 1310 (Rev October 2024) Statement of Person Claiming Refund Due a Deceased Taxpayer-2025

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The best way to modify Form 1310 (Rev October 2024) Statement of Person Claiming Refund Due a Deceased Taxpayer in PDF format online

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Got questions?

What circumstances will the personal representative need to file form 1310?

How does IRS issue a refund to a deceased taxpayer?

Where can I get the IRS form 1310?

What is a 1310 statement of person claiming refund?

Does TurboTax have form 1310?

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Does an executor have to file form 1310?

Where can I get a 1310 tax form online?

Can I file IRS form 1310 electronically?

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