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Form 1310 Statement of Person Claiming Refund Due a Deceased Taxpayer (Rev. August 2014) Department of the Treasury Internal Revenue Service ? Information OMB No. 1545-0074 about Form 1310 is available
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How to fill out form 1310

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How to fill out form 1310:

01
Obtain form 1310 from the Internal Revenue Service (IRS) website or a local IRS office.
02
Read the instructions carefully to understand the purpose and requirements of the form.
03
Begin by entering the decedent's personal information, such as their name, Social Security number, and date of death.
04
Provide information about the personal representative or executor of the estate, including their name and contact information.
05
Indicate the tax year for which the form is being filed, ensuring it corresponds to the decedent's final tax return.
06
Follow the instructions to complete the appropriate boxes and sections based on the specific circumstances and nature of the claim.
07
If the decedent was married at the time of death, determine whether you qualify to file as a surviving spouse or personal representative.
08
Attach any required supporting documents, such as a copy of the decedent's death certificate or letters testamentary.
09
Double-check the form for accuracy and completeness.
10
Sign and date the form, certifying that the information provided is true and accurate to the best of your knowledge.

Who needs form 1310:

01
Individuals who are filing on behalf of a deceased taxpayer may need to fill out form 1310.
02
The form is necessary if the decedent is due a refund on their final tax return, and the refund is to be claimed by a surviving spouse, personal representative, or another eligible individual.
03
The purpose of form 1310 is to establish the right to receive the refund and provide the necessary information to process the claim.
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Form 1310 is a form used by the Internal Revenue Service (IRS) in the United States that allows a taxpayer to claim a refund on behalf of a deceased person.
Form 1310 must be filed by individuals who are claiming a refund for a deceased taxpayer and who were not named on the deceased taxpayer's original return.
To fill out Form 1310, you need to provide information such as the decedent's name, Social Security number, the reason for filing the form, and your relationship to the decedent. You will also need to include any required documentation.
The purpose of Form 1310 is to enable the executor, administrator, or someone legally authorized to act on behalf of the deceased taxpayer to claim any tax refund that is owed.
The information that must be reported on Form 1310 includes the decedent's name, Social Security number, the reason for the refund claim, your name and address, and details about your relationship with the deceased.
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