Form 1310, officially known as the “Statement of Person Claiming Refund Due a Deceased Taxpayer,” is a document that allows you to request a tax refund on behalf of someone who has passed away. If you ...

A final return for a decedent is a tax return filed in the year of an individual’s death. It covers income and transfers, ensuring compliance with IRS tax obligations.

Last week, I addressed issues that could delay expected tax refunds. Another type of tax refund that often suffers major delays in being issued are refunds expected from the filing ...

The saying goes that the only guarantees in life are death and taxes but you might not be surprised to find out that taxes ...

In this week's Ask the Editor Q&A, Joy Taylor answers questions on how to file a tax return when someone has died and resources you can use to find more help.

Filing taxes for yourself is hard enough. Filing them on behalf of someone recently deceased is even harder, especially when you're dealing with the emotional aftermath of your loss. While nothing can ...

Between January 2021 and July 2024, the IRS processed nearly 610,000 manual refunds for deceased taxpayers, according to a recent report, but in many cases took over a year to process them. "Often a ...

Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. When the first of two spouses dies the survivor can safeguard the ...

Thomas is a native of upstate New York and a graduate of the University at Albany. As a former member of CNET's How To team, he wrote about the intersection of policy, information and technology, and ...