Illinois Free Printable  for 2017 Illinois Statement of Person Claiming Refund Due a Deceased Taxpayer

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Statement of Person Claiming Refund Due a Deceased Taxpayer
Form IL-1310

Use your mouse or Tab key to move through the fields. Use your mouse or space bar to enable check boxes. Illinois Department of Revenue IL-1310 Statement of Person Claiming Refund Due a Deceased Taxpayer For calendar year or fiscal year ending / IL Attachment No. 22 Step 1: Provide the claimant’s information Step 2: Provide the deceased taxpayer’s information 1 6 7 8 9 - - Claimant’s Social Security or Federal Employer’s Identification number Deceased taxpayer’s Social Security number 2 Claimant’s name Date of death Deceased taxpayer’s name 3 Street address Street address (permanent residence or domicile at date of death) ( 4 City, State, ZIP ) Daytime phone number City, State, ZIP 5 I am filing this statement as (check only one box) a surviving spouse claiming refund on behalf of deceased Schedule A Complete only if “Box a” or “Box c” is checked in Step 1, Line 5. spouse’s separate tax return. (Complete Schedule A and attach proof of death.) 1 Did the deceased leave a will? yes 2 a Has a personal representative been appointed? yes b If “no,” will one be appointed? yes b deceased taxpayer’s personal representative. (Attach a court certificate showing your appointment.) 3 Will you, as the claimant for the estate of the deceased I hereby request the refund of taxes overpaid by, or on behalf of, the deceased taxpayer 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 taxpayer, disburse the refund according to the law of the state in which the deceased taxpayer maintained a permanent residence? yes no If “no,” do not file this form until you can submit proof of your appointment as the deceased taxpayer’s personal representative or other evidence showing that you are authorized under state law to receive payment. General Information Step-by-Step Instructions What is the purpose of this form? This form allows a surviving spouse, a personal representative, or a claimant for the estate of the deceased taxpayer to claim a refund on behalf of a deceased taxpayer. Who must complete this form? You must complete this form (and attach it to the decedent’s Form IL-1040, Individual Income Tax Return) if you are claiming a refund on behalf of a deceased taxpayer. However, if you are a surviving spouse filing a joint return with your deceased spouse, do not complete this form. If you are claiming a refund on behalf of a deceased taxpayer, you must write “in care of” and your name and address on the decedent’s Form IL-1040 in addition to writing “deceased” and the date of death above the decedent’s name. See “Filing a decedent’s return” in the Form IL-1040 Step-by-Step Instructions for more information. What should be used as proof of death? Proof of death may be a death certificate or may, if appropriate, be the original or an authentic copy of a telegram or letter from the Department of Defense notifying the next of kin of the taxpayer’s death while in active service or a death certificate issued by an appropriate officer of the Department of Defense. Reset IL-1310 (R-12/16) no no If “yes” is checked for 2a or 2b, do not file this form. The personal representative should file for the refund. c other claimant for the estate of the deceased taxpayer. (Complete Schedule A and attach proof of death.) no Step 1: Provide the claimant’s information Lines 1 through 4 – Follow the instructions on the form. Line 5 – Check the box that applies to you. Box a – Check “Box a” if you are a surviving spouse claiming a refund on behalf of your deceased spouse’s separate tax return, and there is no court-appointed personal representative for your deceased spouse. Complete Schedule A, and attach proof of death. Box b – Check “Box b” if you are the executor, executrix, administrator, or administratrix of the decedent’s estate, as certified or appointed by the court. Attach a court certificate showing your appointment. A copy of the decedent’s will is not acceptable as evidence that you are the decedent’s court-appointed personal representative. Box c – Check “Box c” if you are not a surviving spouse or a personal representative of the deceased. Complete Schedule A, and attach proof of death. Step 2: Provide the deceased taxpayer’s information Lines 6 through 9 – Follow the instructions on the form. Print This form is authorized as outlined under the Illinois Income Tax Act. Disclosure of this information is required. Failure to provide information could result in a penalty. *165970001*
Extracted from PDF file 2016-illinois-form-il-1310.pdf, last modified November 2016

More about the Illinois Form IL-1310 Individual Income Tax TY 2016

We last updated the Statement of Person Claiming Refund Due a Deceased Taxpayer in February 2017, so this is the latest version of Form IL-1310, fully updated for tax year 2016. You can download or print current or past-year PDFs of Form IL-1310 directly from TaxFormFinder. You can print other Illinois tax forms here.

Other Illinois Individual Income Tax Forms:

TaxFormFinder has an additional 75 Illinois income tax forms that you may need, plus all federal income tax forms.

Form Code Form Name
Schedule ICR Illinois Credits
Form IL-1040 Individual Income Tax Return
Schedule NR-1040 Nonresident and Part-Year Resident Computation of Illinois Tax
Form IL-1040-V Payment Voucher for Individual Income Tax
Form IL-1040-X Amended Individual Income Tax Return

Download all IL tax forms View all 76 Illinois Income Tax Forms


Form Sources:

Illinois usually releases forms for the current tax year between January and April. We last updated Illinois Form IL-1310 from the Department of Revenue in February 2017.

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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 Illinois Form IL-1310

We have a total of six past-year versions of Form IL-1310 in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:


Statement of Person Claiming Refund Due a Deceased Taxpayer 2015 Form IL-1310

IL-1310 Statement of Person Claiming Refund Due a Deceased Taxpayer

Statement of Person Claiming Refund Due a Deceased Taxpayer 2014 Form IL-1310

IL-1310 Statement of Person Claiming Refund Due a Deceased Taxpayer

Statement of Person Claiming Refund Due a Deceased Taxpayer 2013 Form IL-1310

IL-1310 Statement of Person Claiming Refund Due a Deceased Taxpayer


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