Form 1310 is a tax form designed by the IRS to request a tax refund for a deceased person. This form can be filed by a surviving spouse, other relative beneficiary, or the executor of the deceased’s estate.
The qualifying criteria of a person is based on the will of a deceased person but If there will be no will or final notes then through the probate the court will appoint an executor who will be responsible for completing the filing process of form 1310.
IRS Form 1310
IRS Form 1310 also known as a “Statement of Person Claiming Refund Due a Deceased Taxpayer,” and can be used to file a claim for a federal tax refund on behalf of a deceased taxpayer. Form 1310 is a source of informing the Internal Revenue Service (IRS) that a taxpayer has died and that a refund is being claimed by their beneficiaries. Persons can file this form if they are a surviving spouse, another beneficiary, or a court-appointed representative of the deceased’s estate.
The form is usually filed as part of an annual tax return. Annual tax returns can also include additional forms to report to the IRS about the income from the estate or trust after the taxpayer’s death but before transferring any type of assets. It is very important to know that the IRS form 1310 cannot be filed electronically so you must mail this form directly to the IRS.
Who is Eligible to File Form 1310?
Form 1310 must be filed by the spouse, a child, or another family member of the deceased. This form filing process depends on the will or last nite of the deceased. But If the person did not leave any will or last note then a probate court will name an executor. The beneficiaries must be a permanent citizen of the United States during the time of filing a form 1310.
The surviving spouse or representative must have all the required details and documents that can support their IRS form 1310. The main objective of this form is to notify the IRS that a taxpayer has died and to direct the agency to deliver any refund owed to the appropriate beneficiary.
Required Documents to file Form 1310
Qualifying persons want to know about the required documents details that are necessary to submit with IRS form 1310. The list of required documents for filing this form is listed below.
- Death Certificate: A copy of death certificate to ensure the taxpayer’s death.
- Court Documents: If you are a court-appointed representative then you need to submit a court certificate that can show your appointment.
- Tax Return: The annual tax return that the deceased taxpayer would have filed.
- Penalty of Perjury Statement: Individuals need to sign the form under penalties of perjury to declare that the details that were entered in the IRS form 1310 was valid, accurate, complete and correct.
How can you file form 1310?
Filing process of IRS form 1310 is very simple and straightforward. It is very important for you to mail this form to the identical Internal Revenue Service Center from where your annual tax return was filed. The steps to file this form are listed below.
- Go to the IRS official website at https://www.irs.gov/forms-pubs/about-form-1310 .
- Search out the form 1310 and then download it.
- Put out the necessary details like your name, social security number, address, city, country, states, zip code, phone number, email address, name of decedent. Date of birth, SSN, date of death, relation with you, etc.
- Clip out all the necessary documents.
- Select the payout receiving method from the available options.
- Accept all the terms and conditions and then enter the date and signature in the required sessions.
- Submit your form 1310 with your annual tax return form 1040.
How long does it take for the IRS to process form 1310?
The processing time for IRS Form 1310 can be different for different persons but normally it will take about 6 to 8 weeks for the IRS to process the form and issue a refund. However, this timeframe can be longer if persons enter wrong or invalid details and there are some issues occurring or if additional documentation is required. If an individual will not get any updates about their refund from the IRS after 8 weeks then it is advised to you please contact the IRS for getting a status update.
How can you get a refund through IRS form 1310?
After filing IRS Form 1310 along with the necessary details and documentation, the IRS will process your claim. The Process of filing a claim of this form can take about 6 to 8 weeks for the IRS. After that the refund will be issued through a paper check mailed to the address provided on the form. If your annual tax return was filed electronically and included direct deposit information, the refund will be delivered directly into your entered bank account.
