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How do I file an individual income tax return for a deceased person?

Answer #11 -- ( Published 07/21/2005 10:54 AM | Updated 07/12/2017 10:41 AM )

How do I file an individual income tax return for a deceased person?

If you are filing using MyTax Illinois, follow the instructions below.

If you are filing a joint return as a surviving spouse or if you are filing on behalf of a single deceased taxpayer,

  • enter the required taxpayer information on the "Personal Information" screen;
  • check the box to indicate that a taxpayer has passed away prior to filing this return;
  • complete the new fields that are displayed for the individual who passed; and
  • an electronic signature, required for submitting the return, is the only signature needed.

If you, as the surviving spouse, are due a refund, the refund will be issued directly to you. If you are filing for a single deceased person, you may complete Form IL-1310, Statement of Person Claiming Refund Due a Deceased Taxpayer, during the MyTax Illinois filing session.  

If you are filing a paper Form IL-1040, follow the instructions below.

If you are filing a joint return as a surviving spouse,

  • print your name and your spouse's name on the appropriate lines;
  • write "deceased" and the date of death above your spouse's name;
  • sign your name in the area provided for your signature; and
  • write "filing as surviving spouse" in place of the decedent's signature.

If you, as the surviving spouse, are due a refund, the refund will be issued directly to you.

If you are filing a return on behalf of a single deceased taxpayer,

  • print the name of the taxpayer on the appropriate line;
  • write "deceased" and the date of death above the decedent's name; and
  • write "in care of," and the executor's name and address.

A personal representative, such as an executor or administrator must sign and date the return. The representative's title and telephone number must be provided. If a refund is due, attach Form IL-1310, Statement of Person Claiming Refund Due a Deceased Taxpayer.

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