Get the free Form 1310
Show details
Use Form 1310 to claim a refund on behalf of a deceased taxpayer. This form is necessary for individuals wishing to request tax refunds that were due to a deceased individual with specific instructions
We are not affiliated with any brand or entity on this form
Get, Create, Make and Sign form 1310
Edit your form 1310 form online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Share your form instantly
Email, fax, or share your form 1310 form via URL. You can also download, print, or export forms to your preferred cloud storage service.
Editing form 1310 online
Follow the steps down below to take advantage of the professional PDF editor:
1
Create an account. Begin by choosing Start Free Trial and, if you are a new user, establish a profile.
2
Prepare a file. Use the Add New button to start a new project. Then, using your device, upload your file to the system by importing it from internal mail, the cloud, or adding its URL.
3
Edit form 1310. Add and change text, add new objects, move pages, add watermarks and page numbers, and more. Then click Done when you're done editing and go to the Documents tab to merge or split the file. If you want to lock or unlock the file, click the lock or unlock button.
4
Get your file. Select the name of your file in the docs list and choose your preferred exporting method. You can download it as a PDF, save it in another format, send it by email, or transfer it to the cloud.
It's easier to work with documents with pdfFiller than you can have believed. You can sign up for an account to see for yourself.
Uncompromising security for your PDF editing and eSignature needs
Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.
How to fill out form 1310
How to fill out Form 1310
01
Obtain Form 1310 from the IRS website or local IRS office.
02
Fill in your name and Social Security number at the top of the form.
03
Provide the name and Social Security number of the deceased.
04
Indicate the relationship to the deceased in the appropriate section.
05
Complete Part I if you are claiming a refund due to the deceased's tax return.
06
Fill out Part II if you are claiming a refund as the qualifying relative or heir.
07
Sign and date the form.
08
Attach any necessary documentation, such as the death certificate.
09
Mail the completed form to the address specified in the form instructions.
Who needs Form 1310?
01
Anyone who is claiming a tax refund on behalf of a deceased taxpayer.
02
Surviving family members or representatives of the estate of the deceased individual.
Fill
form
: Try Risk Free
People Also Ask about
What is the IRS form 1310 used for?
Form 1310 is a tax form that is filed with the IRS to request a tax refund for a deceased individual. This form is typically filed by a surviving spouse, another beneficiary, or the executor of the deceased's estate.
How long does it take the IRS to process a 1310 form?
Processing times can vary, but it typically takes several weeks for the IRS to process Form 1310 and issue a refund. What if the deceased taxpayer owes taxes? If the deceased taxpayer owes taxes, the amount due must be paid before any refund can be issued.
How do I cash a refund check from a deceased spouse?
Spouse passed away The check has both your name and your spouse's names on it. Take the check and a copy of the death certificate to your bank and try to cash or deposit it. If your bank will not accept the refund check, contact us . We will send you a letter, which authorizes the bank to accept the check.
Can I cash a refund check for a deceased person?
The first thing to understand is that the check belongs to the decedent's estate, not to you. As such, you'll need legal authority to cash or deposit the check. Typically, this requires being named as the executor or administrator of the estate via the probate process.
Can I file 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.
Can a spouse cash a check of a deceased spouse?
Form 1310 is a tax form that is filed with the IRS to request a tax refund for a deceased individual. This form is typically filed by a surviving spouse, another beneficiary, or the executor of the deceased's estate.
For pdfFiller’s FAQs
Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
What is Form 1310?
Form 1310 is used to claim a refund on behalf of a deceased taxpayer, allowing the surviving spouse or heirs to request the refund for any overpaid taxes.
Who is required to file Form 1310?
The executor or administrator of a deceased taxpayer's estate, or a surviving spouse, is required to file Form 1310 if claiming a refund due to the taxpayer's death.
How to fill out Form 1310?
To fill out Form 1310, one must provide details about the deceased taxpayer, including their name, Social Security number, and date of death. Additionally, the person filing must provide their information and explain their relationship to the deceased.
What is the purpose of Form 1310?
The purpose of Form 1310 is to facilitate the process of claiming a tax refund on behalf of a deceased individual, ensuring that the refund can be properly issued to the rightful heir or estate.
What information must be reported on Form 1310?
Form 1310 must report the deceased taxpayer's personal information, such as name, Social Security number, and date of death, as well as the information of the person filing the form and details explaining their authority to claim the refund.
Fill out your form 1310 online with pdfFiller!
pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.
Form 1310 is not the form you're looking for?Search for another form here.
Relevant keywords
Related Forms
If you believe that this page should be taken down, please follow our DMCA take down process
here
.
This form may include fields for payment information. Data entered in these fields is not covered by PCI DSS compliance.
