MA DoR M-1310 2005 free printable template

Form M-1310 Statement of Claimant to Refund Due a Deceased Taxpayer Please print or type. For calendar year or other taxable year beginning Name of decedent Date of death Rev. 1/05 Massachusetts Department of Revenue and ending Name of claimant Social Security number Number and street City or town state and Zip I am filing this statement as check one box only A Surviving wife or husband claiming a refund based on a joint return. B Administrator or executor. Attach a court certificate showing...

How to fill out MA DoR M-1310

How to fill out MA DoR M-1310

1. Download the MA DoR M-1310 form from the official Massachusetts Department of Revenue website.
2. Fill in your personal information at the top, including your name, address, and Social Security number.
3. Provide details about the property, including the address and any necessary identifying information.
4. Enter the date of death of the property owner in the appropriate section.
5. Complete any relevant sections regarding the decedent’s will or estate, if applicable.
6. Make sure to provide the required signatures, either from the executor or administrator of the estate.
7. Review the entire form for accuracy and completeness before submission.
8. Submit the completed form to the appropriate local tax authority, as indicated on the form.

Who needs MA DoR M-1310?

1. Individuals who are the executors or administrators of a deceased person's estate in Massachusetts.
2. Beneficiaries or heirs who are involved in the transfer of property ownership following someone's death.
3. Real estate professionals handling the estate of a deceased property owner.

• Who needs an M-1310 form?
• What is the purpose of the M-1310 form?
• What other documents must accompany the M-1310 form?
• • When is the M-1310 form due?
  • What information should be provided in the M-1310 form?
  • What do I do with the statement after its completion?

Who needs an M-1310 form?

This form is used by the spouse, personal representative or claimant for the estate of the deceased taxpayer to claim a refund in the state of Massachusetts.

What is the purpose of the M-1310 form?

This statement is required to receive the tax refund on behalf of the deceased person. The right to get the tax refund have certain individuals connected to the deceased.

What other documents must accompany the M-1310 form?

As a rule, this form is accompanied by the copy of the death certificate or other proof of death. The Massachusetts Department of Revenue demands to attach the statement to the individual tax return. The personal representative also has to include a court certificate showing his appointment.

When is the M-1310 form due?

The statement should be completed when you claim a tax refund.

What information should be provided in the M-1310 form?

The taxpayer has to provide the following details in the statement:

• Name of the decedent
• Name of the claimant
• Date of the death
• Social Security Number of the claimant
• Address of the claimant
• Reason for filing (check the appropriate box)

Schedule A is a part of the statement which must be completed if the claimant is not the decedent’s spouse or personal representative. This person has to indicate the name of the widow or widower, names of surviving children, name of person supporting the children, names of decedent’s living father and mother, name of decedent’s living brothers and sisters and their addresses.

What do I do with the statement after its completion?

The completed form is attached to the individual’s tax return to claim a tax refund.

People Also Ask about

Where do I send my 1310 IRS form?

Where do I mail Form 1310? If you're a surviving spouse, you'll mail Form 1310 to the same Internal Revenue Service Center where you filed your return. If you aren't the surviving spouse, then you'll mail the form to the same Internal Revenue Service Center where the original return was filed.

What income is included on a decedent's final return?

The decedent's final return includes income and deductions through the date of death, but certain elections, such as deducting medical costs paid after death, should be considered. It is the responsibility of the decedent's executor or personal representative to file the decedent's final Form 1040.

What should be included in form 1310?

You must have the proof of death certificate and the formal notification of the next kin of the decedent's death. You do not have to attach the proof of death to form 1310 but you must keep a copy of it and provide if necessary.

What should I include with form 1310?

Write the name of the decedent, the date of death and the decedent's social security number. Write the name of the person claiming refund with his social security. Then write the address and related details on this section of the form.

How do I submit form 1310 to the IRS?

From the Main Menu of the tax return (Form 1040) select: Miscellaneous Forms. Claim Refund Due a Deceased Taxpayer (1310) Enter the Social Security Number, name, and address of the individual claiming the decedent's refund. Select each menu item in the Form 1310 Menu and provide the requested information.

Can IRS form 1310 be filed electronically?

Can I e-file Form 1310? A return containing Form 1310 can only be e-filed in certain circumstances. For Form 1310 to be generated, the Date of Death field on screen 1 must be entered to indicate the taxpayer is deceased, there must be a refund, and screen 1310 must be entered.

What is a 1310 statement of person claiming refund?

Use Form 1310 to claim a refund on behalf of a deceased taxpayer. 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.

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What is MA DoR M-1310?

MA DoR M-1310 is a form used by the Massachusetts Department of Revenue for reporting certain tax-related information.

Who is required to file MA DoR M-1310?

Individuals or entities that have tax obligations in Massachusetts and need to report specific tax information are required to file MA DoR M-1310.

How to fill out MA DoR M-1310?

To fill out MA DoR M-1310, you must provide your personal or business information, report your income, and include any deductions or credits relevant to your tax situation.

What is the purpose of MA DoR M-1310?

The purpose of MA DoR M-1310 is to collect necessary tax information from individuals and entities to ensure compliance with Massachusetts tax laws.

What information must be reported on MA DoR M-1310?

MA DoR M-1310 requires reporting personal or business identification, income details, deductions, credits, and any other relevant tax-related information.