[Your Name] [Your Address] [City, State, ZIP] [Email Address] [Phone Number] [Date] Tax Commission Utah State Department of Revenue PO Box 740377 Salt Lake City, UT 84174-0377 Subject: Decedent's Estate — Tax Reporting and Information Request Dear Tax Commission, I am writing to provide the necessary information and request guidance regarding the tax reporting obligations for the decedent's estate of [Full Name], who passed away on [Date of Death]. Please find below the relevant details pertaining to the estate: 1. Personal Information: — Name of the decedent: [Full Name— - Social Security Number: [SSN] — Date of Birth: [Date of Birth— - Date of Death: [Date of Death] — Legal address at time of death: [Residential Address] 2. Personal Representative Information: — Name of Personal Representative: [Full Name] — Social Security Number: [SSN— - Address: [Personal Representative's Address] — Relationship to the decedent: [Relationship] 3. Estate Information: — Estate Type: [State whether it is a testate (with a will) or intestate (without a will) estate] — Executor/Administrator: [If applicable, provide the name and contact information of the executor or administrator] — Estate EIN/Tax ID Number: [If available, provide the estate's employer identification number or tax identification number] 4. Assets and Liabilities: — List all assets owned by the decedent (e.g., real estate, bank accounts, investments, vehicles, etc.). Include their estimated value as of the date of death. — List any known liabilities or debts owed by the decedent. 5. Income: — Provide details of any income received by the estate since the date of death, including but not limited to interest, dividends, rental income, or any other taxable sources of income. I kindly request guidance on the following matters regarding the decedent's estate: 1. Estate Tax Returns: As per my understanding, Utah does not impose an estate tax. Please confirm if I need to file any state-specific estate tax returns. 2. Income Tax Returns: Please provide information on the requirements for filing the decedent's final federal and state income tax returns. 3. Tax Clearance Certificate: If applicable, please explain the process to obtain a Tax Clearance Certificate, which may be required for the proper distribution of estate assets. 4. Other Tax Obligations: Please notify me of any additional tax obligations or forms that need to be filed as part of the estate administration process. I appreciate your prompt attention to this matter and look forward to receiving the necessary guidance and instructions. Should you require any further information or documentation, please do not hesitate to contact me at the provided contact details. Thank you for your assistance in navigating the tax reporting obligations for the decedent's estate. I trust that your expertise will ensure a smooth process. Sincerely, [Your Name]
Utah Sample Letter to State Tax Commission concerning Decedent's Estate
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FAQ
To get the refund, you must complete and attach Form 1310 to your father's final return. You should check the box on line C of Form 1310, answer all the questions in Part II, and sign your name in Part III. You must also attach a copy of the death certificate or proof of death.
General Information. If a taxpayer does not file a return, files it late, or if the tax due is underpaid, the Tax Commission will send the taxpayer a billing notice approximately thirty days after the due date. The amount due on the billing notice will include any penalty and interest calculated to the notice due date.
Yes, you can use a bank account by entering the account that belongs to the executor. You can also choose to have it mailed to your address, which should be on the tax return.
If you file a return and claim a refund for a deceased taxpayer, you must be: A surviving spouse/RDP. A surviving relative. The sole beneficiary.
Please contact us at 801-297-2200 or taxmaster@utah.gov for more information.
If paper-filed, write ?Deceased,? the taxpayer's name, and the taxpayer's date of death across the top of the final return. If e-filed, follow the directions provided by the tax software and be sure to indicate the taxpayer is deceased and the date of death.
Take the check and a copy of the death certificate to your bank and try to cash or deposit it. If your bank will not accept the refund check, contact us . We will send you a letter, which authorizes the bank to accept the check.
If a refund is due on the individual income tax return of the deceased, claim the refund by submitting Form 1310, Statement of a Person Claiming Refund Due a Deceased Taxpayer.