Form Mi-1310 Form 11 "Claim for Refund Due a Deceased Taxpayer" - Michigan

Form 11 is a Michigan Department of Treasury form also known as the "Form Mi-1310 - Claim For Refund Due A Deceased Taxpayer". The latest edition of the form was released in March 1, 2018 and is available for digital filing.

Download a PDF version of the Form 11 down below or find it on Michigan Department of Treasury Forms website.

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Michigan Department of Treasury
11 (Rev. 03-18)
Claim for Refund Due a Deceased Taxpayer MI-1310
Issued under authority of Public Act 281 of 1967.
You must file this form to claim a refund that is being claimed for 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. Form 1310 with the Internal Revenue Service, you may file a copy of the U.S. Form 1310
with the Michigan Department of Treasury instead of this form. Include this form and all requested documents identified
below with your MI-1040 return or credit form(s). Some e-file software products may allow you to include the requested
documents as attachments, when applicable. 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 (MM-DD-YYYY)
Date Tax Year Ended (MM-DD-YYYY)
DECEASED
CLAIMANT
Name of Deceased
Name of Claimant
Date of Death (MM-DD-YYYY)
Full Social Security No. (Example: 123-45-6789)
When you file a Michigan income tax return or credit for a
deceased taxpayer, use your address, not the deceased’s.
Home Address at Time of Death (No., Street or P.O. Box)
Your Address (No., Street or P.O. Box)
City or Town, State, ZIP Code
City or Town, State, ZIP Code
1. Are you the court-appointed personal
Include a copy of the court certificate (Letters of Authority,
Yes.
representative for the estate?
etc.) verifying your appointment. DO NOT include the will,
power of attorney or conservator/guardianship papers.
No.
Go to line 2 if you did not petition the court for legal documents.
2. Will you or someone else petition the
Yes.
A refund cannot be issued until you submit a court certificate
court for Letters of Authority, etc.?
showing your appointment as personal representative or
other evidence that you are entitled, under state law, to
receive the refund.
No.
Go to line 3.
3. Do you certify that you will distribute the
Include an authentic copy of the death certificate.
Yes.
refund according to the law of the state
where the deceased was a resident?
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 Telephone Number
Date
www.michigan.gov/taxes
Reset Form
Michigan Department of Treasury
11 (Rev. 03-18)
Claim for Refund Due a Deceased Taxpayer MI-1310
Issued under authority of Public Act 281 of 1967.
You must file this form to claim a refund that is being claimed for 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. Form 1310 with the Internal Revenue Service, you may file a copy of the U.S. Form 1310
with the Michigan Department of Treasury instead of this form. Include this form and all requested documents identified
below with your MI-1040 return or credit form(s). Some e-file software products may allow you to include the requested
documents as attachments, when applicable. 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 (MM-DD-YYYY)
Date Tax Year Ended (MM-DD-YYYY)
DECEASED
CLAIMANT
Name of Deceased
Name of Claimant
Date of Death (MM-DD-YYYY)
Full Social Security No. (Example: 123-45-6789)
When you file a Michigan income tax return or credit for a
deceased taxpayer, use your address, not the deceased’s.
Home Address at Time of Death (No., Street or P.O. Box)
Your Address (No., Street or P.O. Box)
City or Town, State, ZIP Code
City or Town, State, ZIP Code
1. Are you the court-appointed personal
Include a copy of the court certificate (Letters of Authority,
Yes.
representative for the estate?
etc.) verifying your appointment. DO NOT include the will,
power of attorney or conservator/guardianship papers.
No.
Go to line 2 if you did not petition the court for legal documents.
2. Will you or someone else petition the
Yes.
A refund cannot be issued until you submit a court certificate
court for Letters of Authority, etc.?
showing your appointment as personal representative or
other evidence that you are entitled, under state law, to
receive the refund.
No.
Go to line 3.
3. Do you certify that you will distribute the
Include an authentic copy of the death certificate.
Yes.
refund according to the law of the state
where the deceased was a resident?
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 Telephone Number
Date
www.michigan.gov/taxes
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