Last Updated : January 14, 2009
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Form 1310

Statement of Person Claiming Refund Due a Deceased Taxpayer

Use this form to claim a refund on behalf of a deceased taxpayer if the person claiming the refund is other than a;

  • Surviving spouse filing an original or amended joint return with the decedent, or
  • Personal representative filing an original Form 1040, 1040A, 1040EZ, or 1040NR for the decedent and a court certificate showing appointment of personal representative is attached to the return.

Line A:
Check the box on Line A, if taxpayer received a refund check in his/her name and deceased spouse's name. Taxpayer can return the joint-name check with Form 1310 to local IRS office or the IRS Centre where filed return. A new check will be issued in taxpayer’s name and mailed to him.

Line B:
Check the box if taxpayer is the decedent's court-appointed personal representative claiming a refund for the decedent on Form 1040X, or Form 843.

Line C:
Check this box if taxpayer is not a surviving spouse claiming a refund based on a joint return and there is no court-appointed personal representative. If this box is checked, you must complete lines 1 through 3.

Lines 1-3:
If box on line C is checked, lines 1 through 3 must be completed.

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