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What is form 1310

Form 1310 is an essential formality when a taxpayer dies. Mainly, it’s used to tax refund due to the fact that the person is now officially deceased.

What I need the form 1310 for?

If you’re a surviving spouse, you have every right to file this form. But to be able to do so legally, you must be mentioned in the will of the deceased individual.

In case you are not mentioned or the will never be comprised, a probate court will select a person to play the role of a legal executor. As a rule, a spouse has the highest place in the family hierarchy in this case, so it’s up to them to file the 1310 form.

How to fill out form 1310

Form 1310 Screenshot

To successfully file this form, you will also need to submit form 1040 to the IRS. You as an executor might need to report all taxes possibly owed by the deceased’s estate if it generates more than $600 annually. In this scenario, you will also need to fill out the 1041 form.

In the preface segment, you need to specify your personal data: the full name, home address including state and city, social security number, date of death, and so on.
In Part I you should specify if you’re a spouse or a legal representative elected by the probate court.

Part II requires you to mention if the deceased left a will, etc.

In the concluding Part III you simply verify your claim for the refund and confirm that it’s filled out correctly and all the information is true.

Form 1310 Screenshot 2

Organizations that work with form  1310

The 1310 form is one of the documents released by the IRS. This is fairly one of the simplest forms to work with. And to make it faster, you can complete it online on PDFLiner.

Form Versions

2020 Fillable Form 1310 (2020) Fill Out Form

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Fillable online Form 1310
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