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Category: Federal

Claim a Refund Due to a Deceased Taxpayer (Form 1310)

Form 1310 is generally used when filing a return for a deceased taxpayer where a refund is due to the deceased. The IRS requires this information be filled out to show who filed for the refund due the deceased taxpayer. The Form 1310 can be found under "Miscellaneous Forms" within the "Federal Section" of your TaxSlayer account.

 

If you need to file a return on behalf of a deceased taxpayer, use form 1310 unless:

 

  • You are the surviving spouse filing a joint return, OR

  • You are the personal representative (executor) filing the return on behalf of the estate. You must have written proof to file as the personal representative. The written proof can be sent by mail to the address where the original return would be sent.

 

If you are the surviving spouse, you would indicate the date of death in the Basic Information > Personal Information section of the return. Form 1310 will not be generated. If both the taxpayer and spouse passed away during the year, please note that the IRS only allows you to e-file one Form 1310 on a return. 
 

If you are the executor filing a return on behalf of the deceased taxpayer, you must print and mail the return with all supporting documents including the court document allowing you to claim the refund.

 

All others can complete form 1310 and e-file the return. For a copy of the IRS form 1310 and its instructions, please follow the link provided below:  http://www.irs.gov/pub/irs-pdf/f1310.pdf

 

For other life events information: Click here

 

TaxSlayer Entry: From within your account, select Federal Section >> Miscellaneous Forms >> Claim a Refund Due to a Deceased Taxpayer.