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IRS 1310 2020 free printable template

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You can return the joint-name check with Form 1310 to your local IRS office or the Internal Revenue Service Center where you filed your return. A new check will be issued in your name and mailed to you. If the original return was filed electronically mail Form 1310 to the Internal Revenue Service Center designated for the address shown on Form 1310 above. Where To File If you checked the box on line A you can return the joint-name check with Form 1310 to your local IRS office or the Internal...
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How to fill out IRS 1310

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How to fill out IRS 1310

01
Obtain Form 1310 from the IRS website or a local IRS office.
02
Fill in the decedent's details in Part I, including their name, social security number, and date of death.
03
Complete Part II if you are a personal representative or are claiming the refund on behalf of the decedent.
04
Provide your own information in Part III if you're claiming the refund.
05
Sign and date the form to validate it.
06
Attach the completed Form 1310 to the tax return of the decedent or the refund claim.

Who needs IRS 1310?

01
The IRS 1310 form is required for individuals who are claiming a tax refund on behalf of a deceased taxpayer.
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People Also Ask about

If a court-appointed personal representative is specified, they are not a surviving spouse, and the return results in a refund, Form 1310 isn't needed.
About Form 1310, Statement of Person Claiming Refund Due a Deceased Taxpayer | Internal Revenue Service.
If you are claiming a refund on behalf of a deceased taxpayer, you must file Form 1310 if: • You are NOT a surviving spouse filing an original or amended joint return with the decedent; and • You are NOT a personal representative (defined later) filing, for the decedent, an original Form 1040, 1040-SR, 1040A, 1040EZ,
You may be able to obtain a free copy of your California tax return. Go to MyFTB for information on how to register for your account. You may also request a copy of your tax return by submitting a Request for Copy of Tax Return (Form FTB 3516 ) or written request.
Overview. Use this screen to complete the California version of Form 1310, Statement of Person Claiming Refund Due a Deceased Taxpayer, when the California return shows a tax refund.
In general, a surviving spouse or other beneficiary or the executor of an estate files IRS Form 1310. If the deceased had a will, the executor named in the will is responsible for this filing.
You cannot include this document in the electronic file or as an attachment. As a result, you must paper file the return.
If you're a surviving spouse filing a joint return, or a court-appointed or court-certified personal representative filing an original return for the decedent, you don't have to file Form 1310.

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IRS Form 1310 is an official form used by individuals to claim a refund on behalf of a deceased taxpayer.
IRS Form 1310 must be filed by the personal representative of a deceased taxpayer, or by any individual who is legally entitled to claim the refund.
To fill out IRS Form 1310, you should provide the decedent's information, including name, address, and Social Security number. You also need to provide your own information and indicate your relationship to the deceased.
The purpose of IRS Form 1310 is to facilitate the refund process for a deceased taxpayer's overpaid taxes, ensuring that the refund is properly directed to the appropriate individual.
IRS Form 1310 requires reporting the decedent's name, Social Security number, address, and details about the claimant, including name, address, and relationship to the deceased.
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