INSTRUCTIONS FOR FORM RF-9
GENERAL INFORMATION
This form is used to claim a refund on behalf of a
deceased taxpayer. You MUST complete a separate
Form RF-9 for each type of tax refund claimed. For
example, if a decedent has a refund on an income tax
(K-40) and a homestead refund (K-40H) for the tax year,
submit Form RF-9 and documentation with each, or for
each, type of return.
If the taxpayer died before filing the Income Tax
Return (K-40), Homestead Refund Claim (K-40H), or the
Property Tax Relief Claim (K-40PT), enclose the RF-9 and
documentation with your form when it is led.
If the taxpayer died after ling the K-40, K-40H, or
K-40PT, fax the RF-9 and documentation to 785-296-8989
or send copies to the mailing address shown in the next
column under Taxpayer Assistance.
SPECIFIC INSTRUCTIONS
Refund Type: Check the appropriate box. NOTE: File
a separate Form RF-9 for each type of refund.
Refund Tax Year: Enter in the appropriate space the
calendar tax year of the refund OR scal year end date of
the decedent’s refund.
Decedent Information: Print or type the decedent’s
full name – rst, middle initial, and last name. Enter the
date of death as mm/dd/yyyy. Enter the decedent’s Social
Security Number.
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 use to mail the refund check. Please include a daytime
phone number so we may contact you if we have questions.
Check the appropriate box for the reason you are
claiming the decedent’s refund. You must enclose the
required documentation with each Form RF-9. See
Documentation Required to Claim a Decedent Refund.
If you are an heir at law, provide the name, relationship
and age of all the decedent’s heirs at law; listing yourself
on the rst line. If additional space is needed, attach a
separate sheet.
Signature: Read the statements at the bottom, sign
and date the form.
REQUIRED DOCUMENTATION
Surviving Spouse. If you are a surviving spouse
requesting a refund of less than $100, you must submit
ONE of the following with your return.
• Federal Form 1310, Statement of Person Claiming
Refund Due a Deceased Taxpayer
• Death certicate
• Obituary statement
•
Funeral home notice
• Kansas Form RF-9, Decedent Refund Claim
If you are a surviving spouse requesting a refund of
$100 or more, you must submit TWO documents to claim
the refund.
• Proof of death (death certicate, obituary statement
or funeral home notice), AND
• Kansas Form RF-9, Decedent Refund Claim
Personal Representatives. A personal representative
is the executor or administrator of the decedent’s estate as
certied or appointed by the court. You must submit TWO
documents to claim a decedent refund.
• A copy of the Letters of Administration AND
• Kansas Form RF-9, Decedent Refund Claim
Heir at Law. If a refund of any amount is requested by
someone other than a surviving spouse, you must submit
TWO documents to support your claim for refund.
• Proof of death (death certicate, obituary statement
or funeral home notice), AND
• Kansas Form RF-9, Decedent Refund Claim
TAXPAYER ASSISTANCE
For assistance in completing Form RF-9 contact the
Kansas Department of Revenue:
By mail
Kansas Department of Revenue
Customer Relations/Income Tax
PO Box 750260
Topeka, KS 66699-0260
Walk-in
Taxpayer Assistance Center
Scott Oce Building
120 SE 10th Ave.
Topeka, KS
Phone: 785-368-8222
Fax: 785-296-8989
This form and other tax forms are available from our
website at: ksrevenue.org
