WebJun 7, 2024 · With E-File, I'd be afraid that the normal tax return would be processed quickly and that the IRS wouldn't have enough time to associate the Form 1310 with it. The result would be a check made out to my deceased Mom, something I would really want to avoid as was the purpose of filing the Form 1310 to begin with. WebGenerally, a person who is filing a return for a decedent and claiming a refund must file Form 1310 Statement of Person Claiming Refund Due a Deceased Taxpayer with the return. However, if the person claiming the refund is a surviving spouse filing a joint return with the decedent, or a court-appointed or certified personal representative filing an …
How to File IRS Form 1310 – Refund Due a Deceased Taxpayer
WebTo access Form 1310 in the TaxAct program: From within your TaxAct return ( Online or Desktop), click Federal (on smaller devices, click in the top left corner of your screen, then click Federal ). Click the Miscellaneous Topics dropdown, then click Claim for refund due a deceased person. Click + Add Form 1310 to create a new copy of the form ... WebTaxpayers do not have to file IRS Form 1310 if they are a spouse who survived their partner and is filing a joint income tax return, whether it is an original or amended, with … clinton wa to langley wa
Filing a final federal tax return for someone who has died
Webfile Form 1310 to claim the refund on Mr. Green’s tax return. However, you must attach to his return a copy of the court certificate showing your appointment. Where To File . If you … WebProof of death previously filed with IRS: If the proof of death was already filed with the IRS (code 1), you can e-file the return. ... If the surviving spouse claims the refund and is filing a joint return, Form 1310 is not required and you can e-file the return without Form 1310. Surviving spouses must file Form 1310 only when they request ... WebTaxpayers do not have to file IRS Form 1310 if they are a spouse who survived their partner and is filing a joint income tax return, whether it is an original or amended, with the decedent, nor if they are filing an original IRS Form 1040, 1040-SR, 1040A, 1040EZ, 1040NR, or 1040-NR as a personal representative of the decedent. clinton wa to marysville wa