How do I find Form 1310 for a Deceased Taxpayer in the OLT Software?
Form 1310, titled "Statement of Person Claiming Refund Due a Deceased Taxpayer," is used when someone is claiming a tax refund on behalf of a deceased individual. If you are using OLT (Online Taxes) software to file a return for a deceased taxpayer, you can easily add Form 1310 by following these steps:
Steps to Add Form 1310 in OLT Software
- Log in to your OLT software and open the tax return you are preparing.
- In the left-hand menu (or tap the three dots in the top-right corner on mobile devices), select Federal.
- Go to Tax Summary and navigate through the pages.
- Follow the on-screen instructions to add Form 1310.
OLT’s software will guide you through the process, ensuring you complete all required fields, including the decedent’s name, date of death, Social Security number, and your own information as the person claiming the refund.
When to File Form 1310
You must file Form 1310 if you are claiming a refund for a deceased taxpayer and:
- You are not filing a joint return with the decedent as a surviving spouse.
- You are not a personal representative filing an original return with a court certificate attached.
- You are claiming the refund as a surviving family member or heir (e.g., child, parent, sibling).
Important: Do not attach the death certificate or other proof of death to Form 1310. Keep it for your records and provide it only if requested by the IRS.
Where to File Form 1310
- If filing separately, send Form 1310 to the same IRS Service Center where the original return was filed.
- If the original return was filed electronically, mail Form 1310 to the IRS Service Center designated for the address shown on your completed form.
- Form 1310 can be filed electronically when attached to a Form 1040, 1040-SR, 1040-NR, or 1040-SS being filed electronically.
Source:
Form 1310 - Statement of Person Claiming Refund Due a Deceased Taxpayer
Disclaimer: Always verify details with official Federal or State Department of Revenue Forms and Instructions before filing.