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 Distribution Request Form READ the ATTACHED IRS SP 2016-2025

Transamerica Disbursement Request 2016-2025 Form

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Instructions and help about transamerica in service withdrawal form

uh in this video we're going to be walking through IRS form 1310 which is the statement of a person claiming a refund due a ta a deceased taxpayer so obviously people do not complete this form on their own behalf it's usually on behalf of an estate uh this is a very short form so this video should not take too long uh the complete form is basically one page and we'll scroll through um actually less than a p page it's about half of a page and then the rest of the two-page document is simply uh the instructions so the purpose of the form is to claim a refund on behalf of a deceased taxpayers estate who must file this form well if you're claiming a refund on behalf of a deceased taxpayer you must file form 1310 if you are not a surviving spouse filing an original or amended joint return with the deant and you are not a personal representative of the estate so for the purpose of this form a personal representative is the executive or the administrato

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