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Massachusetts form m 1310 instructions

M 1310 massachusetts-2026

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The document is a Massachusetts Department of Revenue Form M-1310, which serves as a Statement of Claimant to Refund Due a Deceased Taxpayer. It outlines the process for individuals claiming tax refunds on behalf of deceased taxpayers, including required information about the decedent and claimant, options for filing based on relationship to the decedent, and necessary attachments such as death certificates. The form also includes a declaration section for the claimant to affirm the accuracy of their claim.

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Click ‘Get Form’ to open the M-1310 in the editor.
Begin by entering the decedent's name, Social Security number, and date of death in the designated fields. Ensure accuracy as this information is crucial for processing.
Fill in the street address, city/town, state, and zip code of the decedent. This helps establish residency for tax purposes.
Next, provide your name and address as the claimant. Select your relationship to the decedent by checking one of the options: surviving spouse, personal representative, or other claimant.
If applicable, complete Schedule A by providing details about any will or personal representative appointed for the estate. Attach necessary documents like a death certificate if required.
Finally, review all entered information for accuracy before signing and dating the form at the bottom. This declaration confirms that your claim is true and complete.

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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.

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 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.

How much can you inherit in Massachusetts without paying taxes?

Still, any estate in Massachusetts worth less than $2 million (death after January 1st, 2023) will not be subject to an estate tax.

What is the new inheritance tax in Massachusetts?

The New Law As of October 4, 2023, the Massachusetts estate tax exemption increased from $1M (million) to $2M for people dying on or after January 1, 2023. When you die, if your estate is valued at $2M or under, your estate pays no estate tax.

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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.

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 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.

M 1310 massachusetts-2026

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Got questions?

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

Who can claim a deceased persons tax refund?

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

How much can you inherit in Massachusetts without paying taxes?

What is the new inheritance tax in Massachusetts?

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

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