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 requesting

deceased taxpayer. You MUST complete a separate

a refund of less than $100, you must submit ONE of the following

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

example, if a decedent has a refund on an income tax (K-40)

with your return.

and a homestead refund (K-40H) for the tax year, submit Form

• Federal Form 1310, Statement of Person Claiming

RF-9 and documentation with each, or for each, type of return.

Refund Due a Deceased Taxpayer

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

• Death certificate

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

• Obituary statement

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

• Funeral home notice

income tax return, homestead refund claim, or the property

• Kansas Form RF-9, Decedent Refund Claim

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

Customer Relations/Wage Earner

If you are a surviving spouse requesting a refund of OVER

Kansas Department of Revenue

$100, you must submit TWO documents to claim the refund.

915 SW Harrison St.

Topeka, KS 66612-1588

• 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 as

Refund Type: Check the appropriate box. File a separate

certified or appointed by the court. You must submit TWO

Form RF-9 for each type of refund.

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 the

• Kansas Form RF-9, Decedent Refund Claim

decedent’s refund.

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

Decedent Information: Print or type the decedent’s full

by someone other than a surviving spouse, you must submit

name – first, middle initial, and last name. Enter the date of

TWO documents to support your claim for refund.

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

• Proof of death (death certificate, obituary statement or

Number.

funeral home notice), AND

• Kansas Form RF-9, Decedent Refund Claim

Claimant Information: Print or type all the requested

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

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

TAXPAYER ASSISTANCE

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

assistance in completing Form RF-9.

the decedent’s refund. You must enclose the required

documentation with each Form RF-9. See Documentation

Taxpayer Assistance Center

Required to Claim a Decedent Refund .

Kansas Department of Revenue

915 SW Harrison St., 1

Floor

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

Topeka, KS 66612-1588

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

first line. If additional space is needed, attach a separate sheet.

Phone: (785) 368-8222

Signature: Read the statements at the bottom, sign and

Additional copies of this and other tax forms are available

from our office or web site:

date the form.

Form Rf-9 - Kansas Decedent Refund Claim Page 2

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