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Form 1310 for Tampa Florida: What You Should Know

Form 1310 and have it signed and dated by the last person who knew or should have known the deceased taxpayer, or someone with knowledge of the deceased taxpayer's property (such as the person who received the property in the mail). You may also need to file Form 1310 if you are filing a federal tax return for the deceased taxpayer: • To claim a refund for a deceased taxpayer About Form 1310: Statement of Person Claiming Refund — IRS Form 1310 is used to claim a federal tax refund for the surviving spouse or another beneficiary of a recently deceased taxpayer. This one-page form notifies you who should file Form 1310. If you are claiming a refund for a deceased taxpayer, you must file Form 1310 and have it signed and dated by the last person who knew or should have known the deceased taxpayer, or someone with knowledge of the deceased taxpayer's property (such as the person who received the property in the mail). You may also need to file Form 1310 if you are filing a federal tax returning for the deceased taxpayer: • To claim a refund for a deceased taxpayer In 2017, the federal estate tax threshold was 5.49 million. The estate tax exemption level for the surviving spouse in 2023 was 2.26 million. The tax credit for the surviving spouse was 831. A 2023 estate for a married couple filing jointly is limited to 11.2 million (or 11,000 per surviving spouse). The death tax exemption for surviving spouses is 5.04 million for 2017. Taxpayers may have a range of income, so you can file the tax return to claim a maximum credit of 8,681. You may also have to file a Form 706 to claim credits on your 2023 tax return. The IRS may require the following information: • Your name (the one who filed Form 1310 with you) • Your residence address • The date that you last knew or should have known the deceased taxpayer Form 8962 — Social Security Death Benefit Claim: You need to make any death benefits payable for you, your spouse, or another deceased person.

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