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How do I fill this out?
To fill out this form, begin by gathering all necessary information including the decedent's details. Next, ensure that you understand your relationship to the decedent and any relevant documentation required. Finally, complete the form accurately and submit it as instructed.
How to fill out the Claim for Decedent's Wisconsin Income Tax Refund?
1
Gather the decedent's information and your relationship evidence.
2
Fill out the form, ensuring all sections are completed.
3
Sign and date the form as required.
4
Attach any necessary supporting documents.
5
Submit the form to the designated address.
Who needs the Claim for Decedent's Wisconsin Income Tax Refund?
1
Surviving spouse applying for a tax refund.
2
Children looking to claim on behalf of a deceased parent.
3
Parents of a deceased taxpayer seeking refunds.
4
Siblings needing to manage the decedent's tax matters.
5
Creditors who may claim owed taxes from the decedent's estate.
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Use the editing tools to make necessary changes.
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What are the instructions for submitting this form?
To submit Form 804, send it to the Tax Operations Bureau at MS 3-164, PO Box 8903, Madison WI 53708-8903. Ensure all sections are filled out completely and accurately before mailing. For inquiries, contact the Wisconsin Department of Revenue for further assistance.
What are the important dates for this form in 2024 and 2025?
For 2024, ensure all claims are submitted by the standard tax deadlines. For 2025, similar deadlines will apply. Stay alert to any updates from the Wisconsin Department of Revenue for changes regarding tax years.
What is the purpose of this form?
The purpose of Form 804 is specifically to allow individuals to claim tax refunds on behalf of deceased taxpayers. This helps ensure that any overpaid taxes are returned to the rightful claimant, facilitating the settlement of the decedent’s financial affairs. Therefore, this form is crucial for relatives and personal representatives in managing the final tax responsibilities of the deceased.
Tell me about this form and its components and fields line-by-line.
- 1. Name of Decedent: Enter the full name of the deceased individual.
- 2. Claimant Name: The name of the person filling out the form.
- 3. Claimant Address: Complete address of the claimant.
- 4. Date of Death: The date when the decedent passed away.
- 5. Social Security Numbers: Enter the Social Security Number for both the claimant and decedent.
- 6. Relationship to Decedent: Indicate the relationship of the claimant to the decedent.
- 7. Signature: The claimant must sign to certify the information.
What happens if I fail to submit this form?
If Form 804 is not submitted, potential refunds may go unclaimed, and relatives may not receive owed funds. This can delay the resolution of financial matters tied to the decedent's estate. It is important to submit this form to ensure all tax refunds are accurately processed.
- Unclaimed Refunds: Without submission, refunds due to the decedent may not be processed.
- Delays in Estate Resolution: Failure to file may complicate settling the decedent's financial matters.
- Legal Implications: Not filing could pose issues with the decedent's estate management.
How do I know when to use this form?
- 1. Surviving Spouse Claims: Used by a spouse to claim refunds when the partner passes.
- 2. Child Claims: Children use this form to recover taxes paid in excess.
- 3. Representative Claims: Personal representatives file to manage the decedent's affairs.
Frequently Asked Question
What is Form 804?
Form 804 is a claim form for deceased taxpayers to request a refund of Wisconsin income taxes.
Who can file Form 804?
The form can be filed by relatives of the decedent or the appointed personal representative.
What information is needed to complete the form?
You will need the decedent's name, Social Security number, and your relationship to the decedent.
How do I submit Form 804?
Submit the completed form to the Tax Operations Bureau at the provided mailing address.
Can I edit the form online?
Yes, you can edit the PDF form using the PrintFriendly editor before downloading.
Do I need to include a death certificate?
No, do not attach the death certificate; keep it for your records.
What if I can't cash the refund check?
Return the check with a completed Form 804 to claim your refund.
How can I get help with filling out the form?
Refer to the instructions on the form or consult with a tax professional.
Is there a deadline to submit Form 804?
It’s important to check individual circumstances; generally, submission should follow timely procedures.
What happens after I submit the form?
Claims are processed by the Tax Operations Bureau, and you will receive notification once completed.
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