WebNotes. If the surviving spouse claims the refund and is filing a joint return, Form 1310 is not required and you can e-file the return without Form 1310. Surviving spouses must file Form 1310 only when they request reissuance of a refund check in the surviving spouse's name. WebJan 12, 2024 · It is also possible that income paid to the estate of the spouse who died first passes to the second spouse, so that an estate tax return would only be required for income received after the second spouse died. This is an area where you might benefit from legal assistance. If these persons are expecting a tax refund, you need to include form 1310.
Form 1310: Purpose for Taxes, Who Files, and How to File - Investopedia
WebTax Tip 2024-51, April 17, 2024 — After someone with a filing requirement passes away, ... a personal representative will file the final return and attach Form 1310, Statement of Person Claiming Refund Due a Deceased Taxpayer. Things to know about filing the final tax return. WebMar 28, 2024 · Click on C in part I of form 1310 where it asks Person, other than A or B, claiming a refund for the decedent’s estate. Also, complete Part II and mail it to IRS with … signage and branding companies
Federal refund due on deceased mother
WebA copy of the decedent’s will cannot be accepted as evidence that you are the personal representative. Cat. No. 11566B Form 1310 (Rev. 12-2024) Page 2 Form 1310 (Rev. 12-2024) Additional Information For more details, see Death of a Taxpayer in the instructions for your return, or get Pub. 559, Survivors, Executors, and Administrators. WebApr 13, 2024 · If a refund is due, you may be required to file Form 1310, Statement of Person Claiming Refund Due a Deceased Taxpayer, with the return. However, this may be unnecessary if you’re a surviving spouse filing a joint return, or a court-appointed or court-certified personal representative filing an original return for the deceased. WebJan 13, 2024 · Yes, you can file IRS Form 1310 in TurboTax to claim the tax refund for a decedent return (a return filed on the behalf of a deceased taxpayer). Here's how: Open the Personal Info section of your return; Click on Passed away before filing this return; Provide the date passed away; Search for form 1310 and select the jump to link; On the Complete … the prissy hen vaiden ms