How Do I File a Deceased Person’s Tax Return?

Like the old adage says, two things are for sure and they are taxes and death. Unfortunately death does not excuse any final tax filing requirement for the deceased, and if neglected can further complicate the lives of surviving relatives.

If a refund is due, a 1310 form needs to be completed. This form is Statement of Person Claiming Refund Due a Deceased Taxpayer. This form is not needed if you are a surviving spouse filing a joint return, but it is still recommended because it can quicken the process and mitigate the risk of potential delays.