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1310 instructions 2024 Form: What You Should Know

Form 1310 — Claiming Refund Due a Deceased The form is also called “Statement of Person Claiming Refund Due an Estate Tax Act of 2013.” A person who is in charge of the decedent's property is  IRS Form 1310 — Claiming Refund Due a Deceased A person who is in charge of the decedent's property is  Who Cares? What Do I Need Before I File IRS Form 1310? To file Form 1310, you need to answer three questions: Filer's Name: The name on the taxpayer's federal income tax return (or on the federal tax return of a deceased taxpayer if you want to file by mail and are filing jointly). Taxpayer's Personal Identification Number: The taxpayer identification number assigned to an individual by the Internal Revenue Service. Taxpayer Status: The decedent's filing status, e.g., taxpayer, tax delinquent, and a “specified taxpayer.” The information provided includes Social Security numbers, year of birth and mailing address. Date of Determination: The date of the event that is the basis of the claim for refund. Example: You file a return due to an overpayment of tax based on the death of an employee (if you are reporting an overpayment of federal tax based on the death of an employee with a Social Security number of 5.) Other information that you provide include: your relationship to the deceased Date of death Example: You file a tax return claiming a refund. You are a surviving spouse or the executor of the deceased's estate. You are eligible for a refund. Furthermore, you are 65 and have no children. The decedent died on December 31st. You are the executor of a will that contains a provision for payment of all or part of your share of the total estate tax. Filing an IRS Form 1310: Information About the Form In addition to the three questions asked on IRS Form 1310, the decedent's representative may also need other information to process Form 1310.

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