Form 1310 Statement of Person Claiming Refund Due a Deceased Taxpayer will only populate in a return that has entered a "Date of Death" into the Taxpayer Information page. The form will automatically generate once you select "Save and Continue".
This is not tax advice. Our customer support representatives have no way of knowing what the correct way of filing this form is. We suggest seeking the advice of a tax professional in the event there are questions or for very complex tax returns.
Yes - This return is being filed by the court appointed representative, select "yes" and do not make any other entries on the page.
When the person filing the tax return is a court appointed personal representative, the tax return does not qualify to be electronically filed. The only option for these Federal Tax Return is paper filing.
No - If there is not court appointed representative, then complete the rest of the form.
Please provide the following information for the person claiming the refund.
Full name
SSN
Address
The proof of death is a copy of either of the following:
The death certificate
The formal notification from the appropriate government office (for example, Department of Defense) informing the next of kin f the decedent's death.
Select if the decedent left a Will.
Yes - There is a court appointed personal representative assigned for the estate of the decedent.
No - There is NOT appointed a personal representative assigned for the estate of the decedent.
This question is asking if a personal representative will be assigned for the estate of the decedent.
(Will you pay out the refund according to the laws of the state where the decedent was a legal resident?)
Yes - The decedents' refund will be paid out according to appropriate laws for applicable states.
No - A refund cannot be made until you submit a court certificate showing your appointment as personal representative or other evidence that you are entitled under state law to receive the refund.
Enter the current date.