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- Click ‘Get Form’ to open it in the editor.
- Begin by entering the calendar year for which you are filing the claim. Fill in the name of the decedent and their date of death.
- Next, 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 selected 'Claimant', complete Schedule A by answering questions regarding the will and appointment of an administrator or executor.
- Ensure that you sign and date the form at the bottom to verify your request for a refund.
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Form 1310, statement of person claiming refund due a deceased taxpayer. Related to : Form 1310, statement of person claiming refund due a deceased taxpayer.
Dec 31, 2025 Enter the date of death for the deceased taxpayer. Also, enclose Form M-1310, Statement of Claimant to Refund Due on Behalf of Deceased.Read more
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