News & Tax Alerts: Tax Alerts – State

Louisiana Returns with Deceased Spouse

Friday, June 28, 2013   (0 Comments)

We have received inquiries from members who have received correspondence on returns filed where one spouse died in the preceding year.

The Louisiana Department of Revenue (LDR) has informed us that the Death Certificate and Form 6642-PC (IT-710), Statement of Claimant to Refund Due on Behalf of Deceased Taxpayer, should be sent with the return. This form can be found on the LDR website under Tax Forms in the Individual Income Tax general forms area.

For electronic returns, these documents may be faxed to 225-231-6221 or submitted as a pdf, if Modernized e-Filing is available. The account number and tax period should be shown on the top of the first page of the fax.

For paper returns, these documents should be attached to the return.

If a check has already been issued in both names, the check should be returned with Form R-6642 (IT-710). The form and the death certificate should be mailed to:

Louisiana Department of Revenue
Special Programs Division
Post Office Box 4998
Baton Rouge, LA 70821