Irs form 1310-2025

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Form 1310 is used to claim a tax refund on behalf of a deceased taxpayer. It outlines the necessary information and steps required for individuals, including surviving spouses and personal representatives, to file for refunds due to the decedent. The form includes sections for identifying the decedent, the claimant's relationship to the decedent, and verification of claims. Specific instructions are provided for different scenarios regarding joint returns and estate representation.

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Click ‘Get Form’ to open it in the editor.
Begin by entering the tax year for which the decedent was due a refund. Fill in the name and social security number of the decedent, along with their date of death.
In Part I, check the appropriate box that applies to your situation: A for surviving spouse, B for personal representative, or C for other claimants. Ensure you complete Part III if you check any box.
If you checked box C, proceed to Part II and answer questions regarding the decedent's will and personal representative status. Provide necessary details as required.
Finally, in Part III, sign and date the form. Include your phone number if desired. Review all entries for accuracy before submitting.

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Versions	Form popularity	Fillable & printable
2021	4.8 Satisfied (68 Votes)
2020	4.4 Satisfied (80 Votes)
2019	4.2 Satisfied (47 Votes)
2014	4.3 Satisfied (185 Votes)
2002	4 Satisfied (55 Votes)
1992	3.9 Satisfied (29 Votes)

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Can I file form 1310 electronically with TurboTax?

You can file it electronically but you will have to mail the certificate. Here are the instructions for filing with either the online or desktop versions.

What documents do I need for form 1310?

To get the refund, you must complete and attach Form 1310 to your fathers final return. You should check the box on Form 1310, line C; answer all the questions in Part II; and sign your name in Part III. You must also keep a copy of the death certificate or other proof of death for your records.

What is a form 1310?

Form 1310 is a tax form that is used to claim a refund for a deceased taxpayer. Form 1310 informs the Internal Revenue Service (IRS) that a taxpayer has died and that a refund is being claimed by their beneficiaries and/or estate.

How long does it take to process form 1310?

How long does it take 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.