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Get the free IL-1310 Statement of Person Claiming Refund Due a Deceased Taxpayer - revenue state il

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This form allows a surviving spouse, a personal representative, or a claimant for the estate of the deceased taxpayer to claim a refund on behalf of a deceased taxpayer.
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How to fill out il-1310 statement of person

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How to fill out IL-1310 Statement of Person Claiming Refund Due a Deceased Taxpayer

01
Obtain the IL-1310 form from the Illinois Department of Revenue website.
02
Fill out the decedent's information including their name, address, and Social Security number.
03
Provide your information as the claimant, including your name, address, and relationship to the deceased.
04
Indicate the reason you are claiming the refund.
05
Attach a copy of the death certificate or other required documentation.
06
Sign and date the form to certify that the information is accurate.
07
Submit the completed form to the appropriate address as indicated on the form.

Who needs IL-1310 Statement of Person Claiming Refund Due a Deceased Taxpayer?

01
Individuals who are claiming a tax refund on behalf of a deceased taxpayer.
02
Beneficiaries or heirs of the deceased taxpayer who have the legal right to claim the refund.
03
Personal representatives or executors of the deceased's estate.
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People Also Ask about

If you are the designated beneficiary on a deceased person's bank account, you typically can go to the bank immediately following their death to claim the asset. In general, there is no waiting period for beneficiaries to access the money; however, keep in mind that laws can vary by state and by bank.
The steps to be followed for raising the refund re-issue request are: Login to the e-filing portal as the “legal heir”. Navigate to "Services" and then select "Refund Reissue". Enter the “PAN” of the deceased taxpayer. Verify the assessment year and ensure that they are correct.
Form 1310: How to Claim a Refund for a Deceased Taxpayer. Form 1310, officially known as the “Statement of Person Claiming Refund Due a Deceased Taxpayer,” is a document that allows you to request a tax refund on behalf of someone who has passed away.
A completed death notice form - BI 1663 – for credit life claim submission and on request. A death certificate. The IDs of the deceased, the executor, or the Master's office representative and all appointed agents, copies of smart ID cards should show the front and back.
Yes. If the deceased dependent was a qualifying child or relative during the year, then claiming a deceased child on your return is allowed.
Form 1310 serves as a declaration by the individual claiming the refund on behalf of the deceased taxpayer, stating that they are legally entitled to do so. The form requires the claimant to provide information about the deceased taxpayer, including their name, Social Security number, and date of death.

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IL-1310 is a form used in Illinois to claim a tax refund on behalf of a deceased taxpayer. It is essentially a statement that identifies the person filing the claim and their relationship to the deceased.
The individual who is the executor, administrator, or an eligible person acting on behalf of the deceased taxpayer is required to file the IL-1310 form.
To fill out IL-1310, you need to provide the deceased taxpayer's information, details about the refund being claimed, and your relationship to the deceased, along with your signature and date.
The purpose of IL-1310 is to formalize the process of claiming any tax refunds due to a deceased taxpayer, ensuring that the rightful claimant receives the refund.
The information required includes the deceased's name, Social Security number, the claimant's name and address, the claimant's relationship to the deceased, and details of the tax refund being sought.
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