
Form M 1310 Statement of Person Claiming Refund Due a
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People also ask
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How to endorse a tax refund check for a deceased person?
In the envelope, include: The letter. The original refund check. Endorse the back of the check: Pay to the order of FTB (don't write VOID on the check) A copy of the death certificate.
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What is form 1310 person claiming refund?
Use Form 1310 to claim a refund on behalf of a deceased taxpayer. You must file Form 1310 if the description in line A, line B, or line C on the form above applies to you. For more details on these descriptions, see Line A, Line B, and Line C, later.
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Does form 1310 need to be paper filed?
Electronic Filing Attachments Refer to the Form 1310 instructions to see if the qualifications are met to file the return without including Form 1310. Prior to UltraTax 2021, the documents couldn't be attached in lieu of filing Form 1310 and the return would need to be paper filed.
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What happens when a deceased person gets a tax refund?
If a refund is due on the individual income tax return of the deceased, claim the refund by submitting Form 1310, Statement of a Person Claiming Refund Due a Deceased Taxpayer.
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