IRS Form 1310, Statement of Person Claiming Refund Due a Deceased Taxpayer, is used by individuals to claim a tax refund on behalf of a deceased taxpayer.
Fill out Form 1310 online easily. Open it in our PDF editor, type your information in the required fields, then download it to your device.
IRS Form 1310, Statement of Person Claiming Refund Due a Deceased Taxpayer, is used by individuals to claim a tax refund on behalf of a deceased taxpayer.
Fill out Form 1310 online easily. Open it in our PDF editor, type your information in the required fields, then download it to your device.
Form 1310, or Statement of Person Claiming Refund Due a Deceased Taxpayer, is used to request a tax refund from the IRS on behalf of a deceased taxpayer.
Form 1310 is typically used by the following individuals:
However, if you’re a surviving spouse filing a joint return with the deceased, you don’t need to file IRS Form 1310 in most cases. You can claim the refund directly on the joint return.
Form 1310 is generally due on April 15th of the year following the deceased taxpayer’s death, as it’s typically attached to the final federal income tax return, Form 1040. If no final return is required, but you still want to claim a refund, attach it to Form 1040-X or 843, which are due within three years after filing the original return.
If Form 1310 isn’t submitted, you won’t receive a tax refund on behalf of the deceased taxpayer. This form isn’t mandatory, so there are no other penalties involved.
You should file Form 1310 with the IRS, following the instructions on the form you’re attaching it to. If you’re filing it separately, submit it to the Internal Revenue Service Center where the original income tax return was filed. Electronic filing is available only when submitting it as an attachment to another form.
1
2
3
You can get a blank Form 1310 from pdf.net or the official IRS website. Both forms are valid, and you can easily open them in our PDF editor to fill them out.
Yes, you can submit Form 1310 electronically, but only as an attachment to another document, like Form 1040, 1040-SR, 1040-NR, or 1040-SS. If you’re filing it separately or with a joint-name refund check, you must mail it to the correct address.
If your Form 1310 is missing information, your claim might be delayed or rejected. So, if you receive a notice from the IRS or realize that you’ve left out some details yourself, fill out a new Form 1310 with the correct information and mail it to the same address. Double-check everything with a Form 1310 example to make sure all sections are properly filled out.
Yes, you can fill out your Form 1310 online with pdf.net. Our PDF editor allows you to type your information directly into the empty slots.
This form is free to view and edit, but you must have an active subscription if you want to download Form 1310. Check our pricing page for more information.
Yes, you can correct mistakes on Form 1310 by filing a corrected version of the form with the IRS. If the error affects the underlying tax return, you may also need to file Form 1040-X. For minor errors that do not affect the overall claim, the IRS may correct them automatically.
You need Form 1310 if you fit any of the criteria listed on the document and outlined in the “Who needs to file” section above. If you don’t, then you can claim the refund even without filing this form.
Form 1310 usually takes 8-12 weeks to process, though this can take longer depending on the workload and the case. That’s why it’s important to fill out the form correctly and deliver all attached documents; it prevents delays and speeds up the process.