Assist a Customer Who has Received a Refund Issued to a Deceased Customer - Tax Procedure

Sep 19, 2026

This document outlines the formal procedure for Virginia Department of Taxation locality representatives to assist customers seeking a replacement refund following the death of a taxpayer. It details the necessary steps for surviving spouses or personal representatives to secure a reissued payment. The process requires submitting specific legal documentation, such as Federal Form 1310 or a court-ordered letter of authorization, alongside the original check to the Department of Taxation's Office of Customer Services in Richmond. By clarifying the documentation requirements and communication channels, this guide ensures that tax authorities can accurately verify identity and redirect funds to the appropriate beneficiary. The directive emphasizes the importance of direct coordination with the Office of Customer Services and provides essential mailing information to resolve these sensitive financial administrative matters efficiently and in accordance with state regulations.

LanguageEnglish

CategoryLetters

FormatPDF

Pages2

Reading Time1 min

AccessFree to download

Procedure for Deceased Taxpayer Refunds

Required Documentation and Submission

Customer Services Contact Information

FAQs

What documents are required to request a refund reissue for a deceased taxpayer?

The surviving spouse or personal representative must submit either Federal Form 1310 (Statement of Person Claiming Refund Due to a Deceased Taxpayer) or a court-ordered letter of authorization to act as an administrator.

Where should the documentation for a deceased taxpayer's refund be mailed?

The refund check and the required documentation should be mailed to the Department of Taxation, Office of Customer Services, PO Box 1115, Richmond, VA 23218-1115.

Who can customers contact for inquiries regarding refund methods?

Customers can contact the Department of Taxation's Customer Services at (804) 367-8031 for questions about direct deposits or paper checks.

Sep 19, 2026

Upload by Arica Lee