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Beaumont Texas Form 1310: What You Should Know

Who should fill out Form 1310? The surviving spouse or the deceased's estate. IRS Form 1310: Statement of Person Claiming Refund About Form 1310, Statement of Person Claiming Refund — IRS You should fill out Form 1310 if you are claiming a refund of a gift made during your deceased spouse(men)'s lifetime. You should fill out Form 1310 if you are claiming a refund of a loan made during your deceased spouse's lifetime. You should fill out Form 1310 if you are claiming a refund of a mortgage paid by your deceased spouse. Form 1310 and the Form 1040 — IRS Use Form 1040A instead of Form 1310 if you are only claiming a refund of the deceased's unused non-deductible lifetime allowance and have no other claim. IRS Form 1310 — UPPER If you have a surviving spouse who was receiving pension or annuity benefits but is no longer eligible for them because of age, disability, or disability retirement, the individual does not have to give you a refund. If you wish to make a claim for the refund, you must complete Form 1310A. Form 1310 and the Form 1040 — Lower IRS Form 1310 — UPPER If you have a surviving spouse who was receiving pension or annuity benefits but is no longer eligible for them because of age, disability, or disability retirement, the individual does not have to give you a refund, and you don't need to fill out Form 1310. If you wish to make a claim for the refund, you must complete Form 1310A. About Form 1310 and the Form 1040 — Lower Use Form 1040 instead of Form 1310 if you want to claim the refund of the deceased's lifetime allowance and have no other claim. IRS Form 1310 and the Form 1040 — Upper If you have a surviving spouse who was receiving pension or annuity benefits and has died and is still eligible for benefits, but for some reason this spouse cannot claim a refund of the lifetime allowance or the refund is still being withheld from the spouse's annuity, the individual does not have to give you a refund. If you wish to make a claim for the refund, you must complete Form 1310A.

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