Get Dc Fr-147 2021

The DC FR-147 form is used to claim a refund due to a deceased taxpayer in the District of Columbia. This guide provides clear and supportive instructions on how to complete this form accurately online, ensuring all necessary information is included.

Follow the steps to successfully complete the DC FR-147 online.

1. Press the ‘Get Form’ button to access the DC FR-147 and have it displayed in your online editor.
2. In the 'Personal Information' section, enter the deceased's first name, middle initial, last name, and taxpayer identification number (TIN). Include the date of death in the specified format (MMDDYYYY).
3. Fill in the name of the person claiming the refund, including their first name, middle initial, and last name, followed by their home address. Ensure you complete the city, state, and zip code +4 fields accurately.
4. Under 'Statement of Claimant', indicate your relationship to the deceased by checking the appropriate box: spouse/registered domestic partner, administrator, executor, or other. If you select 'other', specify your relationship.
5. Answer the question regarding whether the deceased had a will. Additionally, indicate if an executor or administrator has been appointed for the estate. Provide answers to the follow-up questions regarding the payment of refunds to beneficiaries.
6. Fill in your taxpayer identification number (TIN) and indicate your relationship to the deceased once more.
7. Sign the form affirming that you request a refund of the overpaid income tax by or for the deceased and acknowledge the penalties of law in case of incorrect information. Date your signature accordingly.
8. Prepare to attach any necessary documents, such as a death certificate or proof of death, along with the DC D-40 form. If filing as an administrator or executor, include a court certificate of appointment.
9. Once you have completed all sections, you can save changes, download, print, or share the form as needed.

Complete your DC FR-147 form online today to ensure a smooth refund process.