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Mass form m 1310 instructions 2005

Mass form m 1310 instructions 2005-2025

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Form M-1310 is a document used to claim a tax refund for a deceased taxpayer in Massachusetts. It requires information about the decedent, the claimant, and their relationship, along with necessary attachments such as a death certificate. The form includes sections for verifying the status of the estate and disbursing the refund according to state law.

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Click ‘Get Form’ to open it in the editor.
Begin by entering the calendar year for which you are claiming a refund. Fill in the name of the decedent and their date of death.
Provide your name as the claimant, along with your Social Security number and address details, including city, state, and Zip code.
Indicate your relationship to the decedent by checking one of the boxes provided: Surviving spouse, Administrator/Executor, or Claimant for the estate.
If you checked item C, complete Schedule A by answering questions regarding the will and appointment of an administrator or executor.
Fill in details about surviving family members as required in Schedule A, including names and addresses.
Finally, sign and date the form to verify that all information is accurate before submitting.

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Versions	Form popularity	Fillable & printable
2019	4.8 Satisfied (151 Votes)
2016	4.2 Satisfied (165 Votes)
2014	4.4 Satisfied (505 Votes)
2005	4.3 Satisfied (45 Votes)

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Who is required to file form 1310?

Who can file Form 1310: Eligibility criteria. Form 1310 isnt for everyone. To determine your eligibility, consider the following criteria: Relationship to the deceased: The claimant must be someone entitled to the refund, such as a surviving spouse, a court-appointed personal representative, or an executor.

How do I endorse a tax refund check for a deceased person?

In the envelope, include: The letter. The original refund check. Endorse the back of the check: Pay to the order of FTB (dont write VOID on the check) A copy of the death certificate.

Can form M 1310 be filed 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.

Who can claim a deceased persons tax refund?

Claiming a refund If you file a return and claim a refund for a deceased taxpayer, you must be: A surviving spouse/RDP. A surviving relative. The sole beneficiary.

How do I file a deceased persons tax return in Massachusetts?

Massachusetts estate tax returns may be filed online through MassTaxConnect. You will need to create an online account to file the estate tax return.

Who will need to file form 1310 to claim a refund?

If a tax refund is due, the person claiming the refund must fill out IRS Form 1310: Statement of Person Claiming Refund Due to Deceased Taxpayer unless the person is a surviving spouse filing a joint return or a court-appointed personal representative.

How long does it take IRS to process form 1310?

Processing times can vary, but it typically takes several weeks for the IRS to process Form 1310 and issue a refund.

In which of the following circumstances would form 1310 need to be attached to the return with box C?

Check the box on line C if you are not a surviving spouse requesting reissuance of a refund check received in your name and your deceased spouses name and if there is not a court- appointed or certified personal representative.

Mass form m 1310 instructions 2005-2025

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