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MA DoR M-1310 2019-2024 free printable template

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Massachusetts Department of Revenue Form M-1310 Statement of Claimant to Refund Due a Deceased Taxpayer Please print or type. Signature of claimant Date Rev. 5/16 FORM M-1310 PAGE 2 Schedule A cont d. 4 Name of widow er 5a Name of surviving child 6 Name of person supporting the child ren 9a Name of living child of the decedent s deceased child. For calendar year Name of decedent Social Security number Date of death Street address of decedent City/Town State Zip Name of claimant I am filing...
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How to fill out ma form m 1310

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How to fill out form m 1310:

01
Start by gathering all necessary information and documents. This may include the deceased person's Social Security number, date of death, and information about their estate.
02
Read the instructions carefully and ensure that you understand all the requirements and sections of the form.
03
Begin filling out the form by providing the taxpayer identification information, such as the deceased person's name, address, and Social Security number.
04
Proceed to Section A, where you will provide information about the person or entity to whom the IRS should issue a refund, if applicable.
05
Move on to Section B, where you will need to provide information about the deceased person's estate. This may include details about any additional income or deductions that need to be claimed on their behalf.
06
In Section C, you will need to indicate if the deceased person is married and if their surviving spouse plans to file a joint tax return.
07
Complete any additional sections and provide any necessary supporting documentation as required by the form and instructions.
08
Double-check all the information you have entered to ensure accuracy and avoid any mistakes.
09
Sign and date the form.
10
Keep a copy of the completed form for your records and submit it according to the instructions provided.

Who needs form m 1310:

01
Form M 1310 is typically used by the surviving spouse or the personal representative of a deceased person's estate.
02
It is required when claiming a refund that was due to the deceased person for a tax year before their death.
03
This form allows the IRS to process the refund and issue it to the appropriate person or entity as specified on the form.

Who needs an M-1310 form?

This form is used by the spouse, personal representative or claimant for the estate of the deceased taxpayer to claim a refund in the state of Massachusetts.

What is the purpose of the M-1310 form?

This statement is required to receive the tax refund on behalf of the deceased person. The right to get the tax refund have certain individuals connected to the deceased.

What other documents must accompany the M-1310 form?

As a rule, this form is accompanied by the copy of the death certificate or other proof of death. The Massachusetts Department of Revenue demands to attach the statement to the individual tax return. The personal representative also has to include a court certificate showing his appointment.

When is the M-1310 form due?

The statement should be completed when you claim a tax refund.

What information should be provided in the M-1310 form?

The taxpayer has to provide the following details in the statement:

  • Name of the decedent
  • Name of the claimant
  • Date of the death
  • Social Security Number of the claimant
  • Address of the claimant
  • Reason for filing (check the appropriate box)

Schedule A is a part of the statement which must be completed if the claimant is not the decedent’s spouse or personal representative. This person has to indicate the name of the widow or widower, names of surviving children, name of person supporting the children, names of decedent’s living father and mother, name of decedent’s living brothers and sisters and their addresses.

What do I do with the statement after its completion?

The completed form is attached to the individual’s tax return to claim a tax refund.

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Form 1310 is required to be filed by the executor or administrator of a deceased individual's estate if no other individual is designated to claim a refund of income taxes paid by the deceased.
1. Enter your name and address in the top section of the form. 2. Enter your Social Security Number (SSN) or Taxpayer Identification Number (TIN) in the appropriate box. 3. Enter the name and address of the deceased in the appropriate box. 4. Enter the date of death of the deceased in the appropriate box. 5. Enter the type of tax return being filed in the appropriate box. 6. Enter the information requested in the “Applicant and Spouse Information” section. 7. Enter the information requested in the “Estate Information” section. 8. Enter the information requested in the “Other Information” section. 9. Sign and date the form. 10. Attach any additional forms required to complete the filing.
Form M 1310 is an application for direct payment of a deceased taxpayer's refund. Information required on Form M 1310 includes the taxpayer's name, address, Social Security number, date of death, and the name and address of the personal representative or executor of the taxpayer's estate. Additionally, the form must include the deceased taxpayer's filing status, a copy of the death certificate, and a copy of the court document appointing the personal representative or executor of the estate.
The penalty for the late filing of Form M-1310 is a penalty of up to $50 for each month or part of a month that the form is late, up to a maximum of $500.
Form 1310 is a form used by the Internal Revenue Service (IRS) in the United States. It is called "Statement of Person Claiming Refund Due a Deceased Taxpayer" and is used to claim a refund on behalf of a deceased taxpayer. The form is typically used by the executor, administrator, or surviving spouse of the deceased to claim any refunds owed to the taxpayer for the tax year in which they passed away.
Form M-1310, also known as the Statement of Person Claiming Refund Due a Deceased Taxpayer, is a form used by the IRS (Internal Revenue Service) in the United States. The purpose of Form M-1310 is to claim a refund on behalf of a deceased taxpayer. It is used when a taxpayer dies before receiving a refund that they were entitled to. This form allows the surviving spouse, personal representative, or executor of the deceased taxpayer's estate to claim the refund on their behalf. The form requires the filer to provide information about the deceased taxpayer, such as their name, Social Security number, and date of death. Additionally, the form may require supporting documentation, such as a death certificate or other proof of the taxpayer's death. Overall, the purpose of Form M-1310 is to ensure that any refunds owed to a deceased taxpayer are claimed and distributed correctly.
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