FORM 1310
It's not just about tax refunds - most families miss valuable digital assets
Form 1310 Is Just the Beginning
While Form 1310 helps you claim tax refunds for deceased taxpayers, it's not the only money you should be looking for. Most families overlook valuable online accounts that could contain significant funds.
Form 1310 Guidance
Quick help with the tax refund process
Find Hidden Money
Discover overlooked online accounts & funds
Complete Money Recovery
Don't leave money on the table
Who Needs Form 1310?
You NEED Form 1310 if you are:
- Surviving spouse needing a refund check re-issued
- Court-appointed executor claiming a refund
- Heir/beneficiary with no surviving spouse or executor
You DON'T need Form 1310 if you are:
- Surviving spouse filing a joint return
- Personal representative filing the original return
Don't Stop at Tax Refunds: Many Families Miss This Money
While you're handling Form 1310, remember that most people overlook valuable online accounts. Your loved one may have had online accounts with money still in them.
Quick Form 1310 Guide
Handle the tax refund first, but don't forget about other valuable assets...
Documents You'll Need:
- Death certificate (keep original)
- Court certificate (if applicable)
- Decedent's last tax return
- Your identification
Key Steps:
- Choose the correct box (A, B, or C)
- Complete all required sections
- Sign and date the form
- Mail to appropriate IRS center
Form 1310 Isn't the Only Money to Claim
Many families focus only on tax refunds and miss thousands in other accounts. While you're handling the paperwork, let us help you find what other money your loved one may have left behind.
Disclaimer: This information is for educational purposes only and is not legal or tax advice. Consult a qualified professional for personal guidance. Learn more about our mission on our About Us page.