If the decedent is due a refund of any individual income tax (Form 1040), you may claim that refund using IRS Form 1310, Statement of a Person Claiming Refund Due a Deceased Taxpayer.
File IRS Form 1310 if you want to claim the tax refund for a decedent return (that is, a return filed on the behalf of a deceased taxpayer). Before you can get to the form, make sure you've entered the decedent's date of passing on the Do any of these apply to [taxpayer]? screen. You can go back to the My Info section and step through the taxpayer's screens again to make sure the date was entered.
After you've filled out the return, search for form 1310 inside TurboTax and select the Jump to link. You'll come to the Let's see if you need to file Form 1310 screen. Answer Yes and follow the instructions.
We'll give you the option of paper-filing the form by itself or including it with the decedent's return when filed.
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