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Massachusetts Statement of Claimant to Refund Due a Deceased Taxpayer
Extracted from PDF file 2023-massachusetts-form-m-1310.pdf, last modified August 2019Statement of Claimant to Refund Due a Deceased Taxpayer
Massachusetts Department of Revenue Form M-1310 Statement of Person Claiming Refund Due a Deceased Taxpayer Please print or type. Calendar year of the refund due Name of decedent Social Security number Date of death 3 3 3 Street address of decedent City/Town State Zip Name of claimant Relationship to decedent Phone Street address of claimant City/Town State Zip I am filing this statement as (fill in one only): a Surviving spouse requesting reissuance of a refund check. b Personal representative. Attach a court certificate showing your appointment. c Claimant for the estate of the decedent (other than above). Complete Schedule A and attach a copy of the death certificate or proof of death. (May be the formal notification from the appropriate government office (e.g., Department of Defense) informing the next of kin of the decedent's death.) Attach the requested information, complete Schedule A (if applicable), and sign below. Schedule A. Complete only if line c above is filled in. 1 Fill in if the deceased left a will. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2a Fill in if a personal representative has been appointed for the estate of the decedent . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2b Fill in if one will be appointed. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If line 2a or 2b is filled in, the personal representative should file for the refund. 3 Fill in if you, as the claimant for the estate of the decedent, will disburse the refund according to the law of the state in which the decedent was domiciled or maintained a permanent residence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If line 3 is not filled in, payment of this claim will be withheld pending submission of proof of your appointment as personal representative or other evidence showing that you are authorized under state law to receive payment. Declaration I hereby make request for refund of taxes overpaid by or in behalf of the decedent and declare under penalties of perjury, that I have examined this claim and to the best of my knowledge and belief, it is true, correct and complete. Signature of claimant Date Rev. 8/19
form M-1310
More about the Massachusetts Form M-1310 Individual Income Tax TY 2023
We last updated the Statement of Claimant to Refund Due a Deceased Taxpayer in February 2024, so this is the latest version of Form M-1310, fully updated for tax year 2023. You can download or print current or past-year PDFs of Form M-1310 directly from TaxFormFinder. You can print other Massachusetts tax forms here.
Other Massachusetts Individual Income Tax Forms:
TaxFormFinder has an additional 126 Massachusetts income tax forms that you may need, plus all federal income tax forms.
| Form Code | Form Name |
|---|---|
| Form 1 | Resident Income Tax Return |
| Form 1-NR/PY | Nonresident or Part-Year Resident Income Tax Return |
| Form 1-ES Instructions | Estimated Income Tax Forms & Instructions |
| Form M-4868 | Application for Automatic Six-Month Extension of Time to File Massachusetts Income Tax Return |
| Form 1 Instructions | Individual Income Tax Instructions |
View all 127 Massachusetts Income Tax Forms
Form Sources:
Massachusetts usually releases forms for the current tax year between January and April. We last updated Massachusetts Form M-1310 from the Department of Revenue in February 2024.
About the Individual Income Tax
The IRS and most states collect a personal income tax, which is paid throughout the year via tax withholding or estimated income tax payments.
Most taxpayers are required to file a yearly income tax return in April to both the Internal Revenue Service and their state's revenue department, which will result in either a tax refund of excess withheld income or a tax payment if the withholding does not cover the taxpayer's entire liability. Every taxpayer's situation is different - please consult a CPA or licensed tax preparer to ensure that you are filing the correct tax forms!
Historical Past-Year Versions of Massachusetts Form M-1310
We have a total of ten past-year versions of Form M-1310 in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:
2014 Form M-1310
M-1310
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