Fillable Form Rf-9 - Kansas Decedent Refund Claim (Page 2 of 2) in pdf

INSTRUCTIONS FOR FORM RF-9

DOCUMENTATION REQUIRED TO CLAIM

GENERAL INFORMATION

A DECEDENT REFUND

This form is used to claim a refund on behalf of a

Surviving Spouse: If you are a surviving spouse

deceased taxpayer. You MUST complete a separate

requesting a refund of less than $100, you must submit

Form RF-9 for each type of tax refund claimed. For

example, if a decedent has a refund on an income tax and/

ONE of the following with your return.

or food sales tax return(K-40) and a homestead refund

• Federal Form 1310, Statement of Person Claiming

(K-40H) for the tax year, submit Form RF-9 and

Refund Due a Deceased Taxpayer

documentation with each, or for each, type of return.

• Death Certificate

If the taxpayer died before filing the K-40, K-40H, or

• Obituary Statement

K-40PT, enclose the RF-9 and documentation with your

• Funeral Home Notice

form when it is filed. If the taxpayer died after filing the

• Kansas Form RF-9, Decedent Refund Claim

income tax return, homestead refund claim, or the property

tax relief claim, mail or fax the RF-9 and documentation to:

If you are a surviving spouse requesting a refund of

Customer Relations/Wage Earner

OVER $100, you must submit TWO documents to claim

Kansas Department of Revenue

the refund.

915 SW Harrison St.

Topeka, KS 66625-1000

• Proof of death (death certificate, obituary

statement or funeral home notice), AND

Fax: (785) 296-8989

• Kansas Form RF-9, Decedent Refund Claim

SPECIFIC INSTRUCTIONS

Personal Representatives: A personal representative

is the executor or administrator of the decedent’s estate

Refund Type: Check the appropriate box. File a

as certified or appointed by the court. You must submit

separate Form RF-9 for each type of refund.

TWO documents to claim a decedent refund.

Refund Tax Year: Enter in the appropriate space the

• A copy of the Letters of Administration AND

calendar tax year of the refund OR fiscal year end date of

• Kansas Form RF-9, Decedent Refund Claim

the decedent’s refund.

Heir at Law: If a refund of ANY amount is being

Decedent Information: Print or type the decedent’s

requested by someone other than a surviving spouse, you

full name – first, middle initial, and last name. Enter the

must submit TWO documents to support your claim for

date of death as mm/dd/yyyy. Enter the decedent’s Social

refund.

Security Number.

• Proof of death (death certificate, obituary

statement or funeral home notice), AND

Claimant Information: Print or type all the requested

• Kansas Form RF-9, Decedent Refund Claim

information. The claimant’s Social Security Number (or EIN

if a trust) must be given. This is information the department

will use to mail the refund check. Please include a daytime

TAXPAYER ASSISTANCE

phone number so we may contact you if we have questions.

Please contact our office if you have questions or need

Check the appropriate box for the reason you are

assistance in completing Form RF-9.

claiming the decedent’s refund. You must enclose the

required documentation with each Form RF-9. See

Taxpayer Assistance Center

Documentation Required to Claim a Decedent Refund .

Kansas Department of Revenue

If you are an heir at law, provide the name, relationship

915 SW Harrison St., 1

Floor

and age of all the decedent’s heirs at law; listing yourself

Topeka, KS 66625-2007

on the first line. If additional space is needed, attach a

Phone: (785) 368-8222

separate sheet.

Additional copies of this and other tax forms are available

Signature: Read the statements at the bottom, sign

from our office or web site:

and date the form.

Form Rf-9 - Kansas Decedent Refund Claim Page 2

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