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Form 1310 for Raleigh North Carolina: What You Should Know
Filing Form 1310 — The IRS If a refund is due, you may need to file a Form 1310 (Statement of Person Claiming Refund Due a Deceased Taxpayer). You may do this if a deceased taxpayer has been receiving a federal tax refund, and you have information on the refund that you have not yet reported. You may also wish to file a Form 1310 as part of your estate planning and estate tax planning process, as this may allow an estate to pay less tax for tax purposes and to avoid a tax estate. The taxpayer must file a Form 1310 with the IRS if: There is money remaining in the estate after all the payments of income and expenses are made. The estate did not pay any taxes on the assets before the death. The person is filing a joint claim. You are the executor, administrator or administrator-designee of the estate. The estate is an estate of a decedent. The estate or the estate's property passes to an estate planning or estate tax planning entity, a trust, a trust for charitable, religious or educational uses, a revocable trust, an heir, survivor, or guardian. You receive or have an interest in: Proceeds of a loan, advance, or security interest (including a loan or advance from a federal, state or local government agency) that was given to the deceased taxpayer or a spouse or decedent of the deceased taxpayer. Proceeds of a loan, advance, or obligation acquired through the use of an obligation rider or obligation rider on the basis of an arrangement or other written agreement that: The lender or lender's assignee, or any person to whom the lender is surrogate to pay the amount, authorized the arrangement or that the agreement provided that repayment is due to the deceased taxpayer or someone on the deceased taxpayer's behalf. Taxpayers should read this notice carefully and follow it if they are subject to a change in their circumstances that might require them to report the loss to federal authorities. Changes in taxpayer circumstances could include, but are not limited to: A decrease in the value of a home, or changes to property that result from the death of the taxpayer. A change in the nature of the estate, such as the death of a person who was not paying income taxes. The death of an employee who has paid income taxes until December 31, 2019. Changes in circumstances may not be recognized until April of the following year, even if a person has not filed a Form 1310.
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