IRS Form 1310

Name of the Deceased Taxpayer

Date of death

Deceased Taxpayer's Social Security Number

You may leave this blank to enter it by hand after the form has been printed.

Tax year the Decedent was due a refund

Tax year the Decedent was due a refund Calendar YearI will enter the beginning and ending of the tax year

Tax Year

4-digit, calendar year

Month and Day that the Tax Year began

Example: "March, 23"

Year that the Tax Year began

Month and Day that the Tax Year ended

Example: "March, 22"

Year that the Tax Year ended

Name of person claiming a refund

Street Address or PO Box

Enter your box number only if your post office does not deliver mail to your home.

Apartment/Suite Number (Optional)

City, State, and Zip Code

If your address is outside the United States or its possessions or territories, enter the information in the following order: city, province or state, and country. Follow the country’s practice for entering the postal code. Do not abbreviate the country name.

Phone Number (optional)

Social Security Number of person claiming a refund

You may leave this blank to enter it by hand after the form has been printed.

The person claiming a refund is

The person claiming a refund is A Surviving Spouse requesting reissuance of a refund check received in the name of both the decedent and the Surviving Spouse.A Court-appointed or certified personal representative. (Attach a court certificate showing your appointment, unless previously filed.)A Person, OTHER than A or B, claiming refund for the Decedent's estate.

A Personal Representative is the executor or administrator of the decedent’s estate, as appointed or certified by the court.
A copy of the decedent’s will cannot be accepted as evidence of the identity of the Personal Representative.

Did the Deceased Taxpayer leave a will?

Did the Deceased Taxpayer leave a will? YesNo

Has a court appointed a Personal Representative for the estate of the decedent?

Has a court appointed a Personal Representative for the estate of the decedent? YesNo

Will one be appointed?

Will one be appointed? YesNo

Important

If you answered “Yes”, the Personal Representative must file for the refund. For purposes of this form, a Personal Representative is the executor or administrator of the Decedent's estate, as appointed or certified by the court. A copy of the decedent’s will cannot be accepted as evidence of the identity of the Personal Representative.

As the person claiming the refund for the decedent’s estate, will you pay out the refund according to the laws of the state where the decedent was a legal resident?

As the person claiming the refund for the decedent’s estate, will you pay out the refund according to the laws of the state where the decedent was a legal resident? YesNo

Important

If you answered “No”, a refund cannot be made until you submit a court certificate showing your appointment as Personal Representative or other evidence that you are entitled under state law to receive the refund.

Date that this form was completed

DO NOT ATTACH the death certificate or other proof of death to Form 1310. Instead, keep it for your records and provide it only if requested.

DO NOT ATTACH the death certificate or other proof of death to Form 1310. Instead, keep it for your records and provide it only if requested. I understand.

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