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Expired Refund Check for Deceased Person

Hi, good morning!  My father died a few years back, and we found an uncashed, but expired, refund check in his belongings.  I'm having a heck of a time figuring out the right way to get a new check issued.  It seems (maybe?) I should file Form 3911 and indicate I have an expired check, but I'd have to indicate his name and SSN at the top of the form.  And then maybe put my name in the "Name of representative" section?  I am the executor of his estate, and have a court document indicating that.

 

Am I on the right track here, or am I way off?

 

Thanks for any help or tips you can give me!

 

Thank you!

 

Mark

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2 Replies

Expired Refund Check for Deceased Person

You can file the form, but have you actually tried to deposit the check?

 

Many times financial institutions will present the check for payment despite the fact that the check is stale.

Expired Refund Check for Deceased Person

Married couples who filed a joint tax return will need to complete IRS Form 3911, Taxpayer Statement Regarding Refund and either mail or fax it to the IRS. You cannot submit it online. If you had any other filing status, you can call the IRS toll-free at 1-800-829-1954. The automated phone system will help you initiate a refund trace, or you can request to speak to an agent.

If your tax refund check hasn’t been cashed by anyone, you can expect to receive a replacement check in six to eight weeks.

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