Form Mi 1310 PDF Details

In the realm of tax matters, the MI-1310 form serves a critical purpose for those navigating the financial aftermath of a loved one's death in Michigan. Drafted by the Michigan Department of Treasury, this document is essential for claiming a refund owed to a deceased taxpayer, under the authorization of Public Act 281 of 1967. This form is specifically designed for individuals who are not the surviving spouse of the deceased. In cases where the surviving spouse is filing a joint return, the MI-1310 form is not required. Furthermore, if a U.S. 1310 form has already been filed with the Internal Revenue Service, a copy of that form may be submitted to the Michigan Department of Treasury instead. The form clearly outlines procedures for attaching it to either an MI-1040 for refunds or an MI-1040 credit form for claims. Instructions emphasize the necessity of using blue or black ink for completion, ensuring the information is legible and processed efficiently. Critical to its submission, the form mandates including the date of the taxpayer's death, the Social Security Number of the deceased, and verification if the claimant is the court-appointed personal representative of the deceased's estate. Failing to comply with these stipulations, or if the claimant is unable to certify they will distribute the refund in accordance with state law, the refund cannot be issued. The MI-1310 form encapsulates a streamlined process for handling this delicate financial matter, underscored by its stringent requirements for documentation and certification.

QuestionAnswer
Form NameForm Mi 1310
Form Length1 pages
Fillable?No
Fillable fields0
Avg. time to fill out15 sec
Other namesmi 1310, CLAIMANT, verifying, certify

Form Preview Example

Michigan Department of Treasury

MI-1310

(Rev. 8-03)

Claim for Refund Due a Deceased Taxpayer

Issued under authority of P.A. 281 of 1967. You must file this form to claim a refund due a deceased taxpayer.

INSTRUCTIONS: If you are the deceased's surviving spouse filing a joint return, do not file this form. If you are not a surviving spouse and you filed a U.S. 1310 with the Internal Revenue Service you may file a copy of the U.S. 1310 with the Michigan Department of Treasury instead of this form. Attach to your MI-1040 if claiming a refund or MI-1040 credit form if claiming a credit. Type or print in blue or black ink.

THIS FORM MUST BE COMPLETED AND SIGNED BEFORE THE REFUND CAN BE ISSUED TO THE CLAIMANT.

Date Tax Year Began

Date Tax Year Ended

 

 

 

DECEASED

 

 

 

CLAIMANT

 

 

 

 

 

 

 

Name of Deceased

 

 

 

 

Name of Claimant

 

 

 

 

 

 

 

Date of Death

 

Social Security Number

 

 

When you file a Michigan income tax return or credit for a deceased taxpayer, use your

 

 

 

 

 

address,When younotfilethea Michigandeceased'sincome.

tax return or credit for a deceased taxpayer,

 

 

 

 

 

use your address, not the deceased's.

 

 

 

 

 

 

Home Address at Time of Death (No. and Street)

 

 

Your Address (No. and Street)

 

 

 

 

 

 

 

 

City, State, ZIP Code

 

 

 

 

City, State, ZIP Code

 

 

 

 

 

 

1. Are you the court - appointed personal

YES.

Attach a copy of the court certificate (LETTERS OF

representative for the estate?

 

AUTHORITY, etc.) verifying your appointment. DO NOT

 

 

 

 

attach the will, power of attorney or conservator/

 

 

 

 

guardianship papers.

 

 

 

 

NO.

Go to 2.

 

 

 

 

 

 

2. Will a personal representative be

YES.

A refund cannot be issued until you submit a court

appointed?

 

 

 

certificate showing your appointment as personal

 

 

 

 

representative or other evidence that you are entitled,

 

 

 

 

under state law, to receive the refund.

 

 

 

NO.

Go to 3.

 

 

 

 

 

 

 

3. Do you certify that you will distribute the

 

 

 

 

refund according to the law of the state

YES.

Attach the original or an authentic copy of the death

where the deceased was a resident?

 

certificate.

 

 

 

 

NO.

Refund cannot be paid to claimant.

CERTIFICATION AND SIGNATURE

I request a refund of taxes overpaid or credit due on behalf of the deceased. I declare under penalty of perjury that I have examined this claim, and to the best of my knowledge, it is true and complete.

Signature of Claimant

Daytime Phone Number

Date

()

www.michigan.gov/treasury

How to Edit Form Mi 1310 Online for Free

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1. While filling out the CERTIFICATION, make certain to include all needed blanks within its corresponding area. This will help hasten the process, allowing for your information to be handled swiftly and properly.

Filling out segment 1 of conservator

2. After this part is filled out, go to enter the applicable details in these: Do you certify that you will, YES, Attach the original or an, Refund cannot be paid to claimant, CERTIFICATION AND SIGNATURE I, Signature of Claimant, Daytime Phone Number, Date, and wwwmichigangovtreasury.

Step number 2 for completing conservator

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Step 3: Immediately after going through the form fields, press "Done" and you're good to go! Acquire your CERTIFICATION as soon as you register at FormsPal for a free trial. Readily use the pdf file inside your personal account, together with any edits and adjustments being all kept! FormsPal provides safe form completion without personal information record-keeping or distributing. Be assured that your details are in good hands with us!

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