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How do I claim a refund for someone who died?

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Question
How do I claim a refund for someone who died?

Answer

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 unless either of the following applies:

  • You are a surviving spouse filing an original or amended joint return with the decedent or
  • You are a personal representative (defined on this page) filing an original Form 1040 or Form 1040NR for the decedent and a court certificate showing your appointment is attached to the return.

For purposes of this form, a personal representative is the executor or administrator of the decedent's estate, as certified or appointed by the court. A copy of the decedent's will cannot be accepted as evidence that you are the personal representative.

Please note that the person claiming the refund for the deceased taxpayer must enter their name (person claiming refund) in the C/O line on the primary taxpayers address information screen.

For more information, please see Form 1310.


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Views: 1474 Created on: Jun 15, 2013
Date updated: Dec 07, 2018

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