I am filing a return for my dad who passed away in August, he is due a refund there was a will but no estate - how do I claim the refund ?
There is a will with named beneficiaries but there was no need for an estate
02425
2 Replies
MFlournoy
New Member
Jun 1, 2019 12:07:42 PM
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.