[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-303908-105":53,"doc-detail-303908-en":126},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":119,"head_meta":121,"extra_data":123,"updated_unix":125},105,"en","deceased-taxpayer-or-spouse-form-5-required-documentation-guidance","Deceased Taxpayer or Spouse - Form 5 - Required documentation guidance","","Deceased Taxpayer or Spouse provides guidance for e-filing tax returns when a taxpayer has died. It explains how Fed/State e-file software brings forward deceased individual information and how supporting documentation may be submitted as an attached PDF. If documentation is missing, DOR may request it during processing, potentially delaying refunds. Required materials may include Form 1310N, proof of appointment as personal representative, and proof of death.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/deceased-taxpayer-or-spouse-form-5-required-documentation-guidance/303908/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/deceased-taxpayer-or-spouse-form-5-required-documentation-guidance/303908.png","ImageObject",442,249,{"name":88,"@type":89},"Oliver Hayes","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-02","2026-09-19",true,{"@type":98,"interactionType":99,"userInteractionCount":79},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What happens to the deceased taxpayer’s information when e-filing through the Fed/State e-file program?","Question",{"text":108,"@type":109},"The e-file software brings forward the deceased individual’s information from the federal return.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"What could occur if supporting documentation is not received with the return?",{"text":113,"@type":109},"DOR may request the required documentation during processing, which may result in a delayed refund.",{"name":115,"@type":106,"acceptedAnswer":116},"When is documentation required for a deceased taxpayer claim?",{"text":117,"@type":109},"Documentation is required when claiming a refund or overpayment for a deceased taxpayer, and is not required when the surviving spouse files an original return jointly with the deceased taxpayer.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},303908,1790178280,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":79,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":9,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":139,"read_time":4},687207020761,"https://ap-avatar.wpscdn.com/davatar_155a257f0dc6eb9ab79c44ca47cae57d","Deceased Taxpayer or Spouse  \n(page 4)  \n(Use your back button to return to the Form 1040N instruction booklet.)  \nIf you are e-filing through the Fed/State e-file program, the software will bring forward the deceased individual’s information from the federal return. Required supporting documentation may be submitted asan attached PDF document when e-filing your return, if your software supports these types of attachments. If the supporting documentation is not received with the return, DOR may request the required documentation when processing your return. This may result in a delayed refund.  \nRequired documentation may include one or more of the following:  \nu Statement of Person Claiming Refund Due a Deceased Taxpayer, Form 1310N;  \nu Proof of appointment as personal representative; and  \nu Proof of death (copy of a death certificate, or notification from the appropriate government office) . This documentation is only required when claiming a refund or overpayment for a deceased taxpayer. Documentation is not required when the surviving spouse is filing an original return jointly with the deceased taxpayer.","cbCaig3qnDLcupR4","https://ap.wps.com/l/cbCaig3qnDLcupR4","pdf",26576,"English","# Required supporting documentation\n## E-filing and attached PDF submission\n## When documentation is requested by DOR\n## Documents that may be required (Form 1310N, appointment proof, proof of death)","[{\"question\":\"What happens to the deceased taxpayer’s information when e-filing through the Fed/State e-file program?\",\"answer\":\"The e-file software brings forward the deceased individual’s information from the federal return.\"},{\"question\":\"What could occur if supporting documentation is not received with the return?\",\"answer\":\"DOR may request the required documentation during processing, which may result in a delayed refund.\"},{\"question\":\"When is documentation required for a deceased taxpayer claim?\",\"answer\":\"Documentation is required when claiming a refund or overpayment for a deceased taxpayer, and is not required when the surviving spouse files an original return jointly with the deceased taxpayer.\"}]","Deceased Taxpayer or Spouse - Form 5 - Required documentation guidance | PDF",1789808232]