If you filed a tax return with a spouse who died in 2021 and you want to change the name of the taxpayer on the refund check, you must file Form 1310 Statement of Person Claiming Refund Due a Deceased Taxpayer. This form can be e-filed with the return.
To access Form 1310 in the TaxAct program, go to our Form 1310 - Refund Deceased Taxpayer FAQ.
If you select "A" in Form 1310, you can return the joint-name check with Form 1310 to your local IRS office or the Internal Revenue Service Center where you filed your return. If you checked either "B" or "C:"
Note that any link in the information above is updated each year automatically and will take you to the most recent version of the webpage or document at the time it is accessed.