AZ – Arizona Form 131 – Claim for Refund on Behalf of a Deceased Taxpayer

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Article: 50144

Overview

If you are requesting a on behalf of a , you must file Arizona Form 131. If Federal Form 1310 has already been completed, it is not necessary to complete this screen unless the response to Part I differs. When a refund is due from Arizona, Form 131 will be automatically generated based on the entries made in Federal Form 1310.

The return must be paper-filed if both the taxpayer and are deceased.

Reporting Form 131 – Claim for Refund on Behalf of a Deceased Taxpayer

If filing for an Arizona refund on behalf of a deceased taxpayer and Federal Form 1310 has not been completed, you will need to add Form 131. Follow the steps below:

  1. Go to the State taxes section.
  2. Click on the Review tab on the left-hand side.
  3. Select I’d like to see the forms I’ve filled out or search for a form.
  4. In the drop list, select Arizona.
  5. Select the Miscellaneous tab.
  6. Select 131 Claim for Refund on Behalf of Deceased Taxpayer.
  7. Enter applicable information to the return.
  8. Click Save to apply changes.
The phone number of the person claiming the refund is required for e-file and needs to be entered on this screen.

Additional Information

See AZ Form 131 instructions for more information: https://azdor.gov/sites/default/files/document/FORMS_INDIVIDUAL_2024_131i.pdf

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