Get Mi Mi-1310 1999

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. ... You do not need to file Form 1310 to claim the refund on Mr. Green's tax return.

Do not file the original death certificate with the IRS. Keep the original for your records, and only attach copies if you are the deceased's next of kin. The spouse and personal representative do not need to attach a copy of the death certificate.

If you don't file taxes for the decedent and the estate promptly, the IRS can file a federal tax lien requiring you pay the decedent's income tax ahead of other bills. ... If the estate can't pay the debt because you spent the money on another debt or distributed assets to the heirs, the IRS may look to you for the money.

Calling 1-800-772-1213 (TTY 1-800-325-0778), Monday through Friday from 7 a.m. to 7 p.m.; or. Contacting your local Social Security office.

The executor must file a simple IRS Form 1040, just as the deceased person would have done. It's the executor's job to file the deceased person's state and federal final income tax returns for the year of death. ... For more information, see IRS Publication 559, Survivors, Executors, and Administrators.

Form 1310 is used to claim a federal tax refund due to a recently deceased taxpayer. In general, Form 1310 is filed by a surviving spouse or the executor of an estate. The person filing must submit a Form 1040 along with the Form 1310.

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.

Form 1310 cannot be e-filed. You can prepare the form and then mail it in to the same IRS Service Center as the decedent's tax return would be mailed to. You would complete the form as their personal representative.

The personal representative of an estate is an executor, administrator, or anyone else in charge of the decedent's property. The personal representative is responsible for filing any final individual income tax return(s) and the estate tax return of the decedent when due.

Yes, the IRS will allows tax returns for deceased taxpayers (also called decedent returns) to be e-filed. Before you file a decedent return, make sure the Social Security Administration has been notified of the taxpayer's death. ... Many (but not all) states allow decedent tax returns to be e-filed as well.

Just select the filing status on the Name & Address screen in your 1040.com return, then provide your spouse's name, SSN and date of death. And remember, for the year your spouse died, use the married filing joint filing status. Then for two years after, you can use the qualifying widow(er) filing status.

A federal income tax return for a deceased person is filed on the familiar Form 1040. If you're the executor, sign the form yourself, in your capacity as estate representative. If you're the surviving spouse and file a joint return, sign it yourself, adding after your signature the words filing as surviving spouse.

In a Nutshell The IRS offers ways to help ease your tax burden after a spouse dies. When filing your tax returns, you may be eligible to use filing statuses such as married filing jointly or qualifying widow(er) that offer a chance of getting a lower tax rate and a higher standard deduction.

Qualifying Widow (or Qualifying Widower) is a filing status that allows you to retain the benefits of the Married Filing Jointly status for two years after the year of your spouse's death. You must have a dependent child in order to file as a Qualifying Widow or Widower.

Form 1310 is an Internal Revenue Service (IRS) form that should be used to claim a federal tax refund due to a recently deceased taxpayer.