Uh in this video we're going to be walking through IRS form 1310 which is the statement of a person claiming a refund due to attack a deceased taxpayer so obviously people do not complete this form on their own behalf it's usually on behalf of an estate this is a very short form so this video should not take too long the complete form is basically one page and we'll scroll through uh actually less than a page it's about half of a page and then the rest of the two-page document is simply the instructions so the purpose of the form is to claim a refund on behalf of a deceased taxpayers estate who must file this form well if you're 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 you are not a personal representative of the estate so for the purpose of this form a personal representative is the executor or the administrator of the decedence estate as appointed or certified by a court so uh to document this because you do need to provide documentation you cannot use a copy of the decedent's will as evidence that you're the personal representative that will as part of the legal process has to go through probate and that probate involves Court approval basically so just having a copy of the will is not sufficient it actually has to be um a will that has gone through completed the probate process and been approved by a judge so you can go through the back of this form to get more information on The Specific Instructions but uh it's pretty straightforward so we'll just walk you...
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How to prepare Form 1310
About Form 1310
Form 1310 is a declaration for the deceased taxpayer which is used to claim a refund on behalf of the deceased person. It is needed by the executor or personal representative of the deceased taxpayer who is filing the final tax return for the deceased person. This form is needed to authorize the payment of the remaining refund to the deceased persons estate or to their surviving spouse or child. It is also used to claim a refund due to a surviving spouse or dependents on a joint tax return filed with the deceased taxpayer.
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