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3 If filing a Form 1310 along with a Form 1041, the IRS will issue the refund to the estate rather than to any individual. Form 1310 must be mailed to the IRS. It cannot be efiled.

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.

Completed Federal Form 1310 Document or MO-1310D Document, Statement of Person Claiming Refund Due a Deceased Taxpayer; Death Certificate; and. If requestor is a personal representative, verification of appointment.

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.

If you're a surviving spouse filing a joint return, or a court-appointed or court-certified personal representative filing an original return for the decedent, you don't have to file Form 1310.

A decedent taxpayer's tax return can be filed electronically. Follow the specific directions provided by your preparation software for proper signature and notation requirements.

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.

The return must report all income up to the date of death and claim all eligible credits and deductions. If the deceased person did not file individual income tax returns for the years before their death, their surviving spouse or representative may have to file prior year returns.

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.

3 If filing a Form 1310 along with a Form 1041, the IRS will issue the refund to the estate rather than to any individual. Form 1310 must be mailed to the IRS. It cannot be efiled.

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.

Completed Federal Form 1310 Document or MO-1310D Document, Statement of Person Claiming Refund Due a Deceased Taxpayer; Death Certificate; and. If requestor is a personal representative, verification of appointment.

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.

If you're a surviving spouse filing a joint return, or a court-appointed or court-certified personal representative filing an original return for the decedent, you don't have to file Form 1310.

A decedent taxpayer's tax return can be filed electronically. Follow the specific directions provided by your preparation software for proper signature and notation requirements.

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.

The return must report all income up to the date of death and claim all eligible credits and deductions. If the deceased person did not file individual income tax returns for the years before their death, their surviving spouse or representative may have to file prior year returns.