My wife passed on Feb 03 2017. is there anything I have to do differently for our 2016 return

How It Works

Get an answer in three easy steps. Here's how it works...

Ask Your Question

1. Ask Your Question

Enter your Intuit question at the top of this page and click Get An Answer.

Pick Your Priority

2. Pick Your Priority

Tell us how quickly you want your Intuit question answered.

Get An Answer

3. Get An Answer

Connect with your Intuit tech via online chat or telephone call.

Answer

Customer

My wife passed on Feb 03 2017. is there anything I have to do differently for our 2016 return

Last updated
Victor Santucci EA
Intuit Tech

Hello and welcome to ExpertHelp.com! My name is Victor Santucci EA and I'm going to do everything in my power to answer your question to your full satisfaction!

I’m available to chat now. Please let me know that you are ready by posting a response. I’ll leave my chat session open for the next 15 minutes or so and wait for your reply. If I don’t catch you this time, please respond with a few times (including your timezone) that work best for you and we can connect then.

Last updated
Victor Santucci EA
Intuit Tech

Frank,

First of all, allow me to express my condolences on the passing of your spouse.

Since she passed after the 2016 tax year there is no affect on the 2016 return.

For 2017

The tax-filing status after the death of a spouse is fairly straightforward. If your spouse dies during the year, the IRS considers you married for the entire year and you can use the filing status "married filing jointly" when your tax return is prepared. This is the last year you can use this filing status unless, of course, you remarry. If you did remarry before year's end, then you or a personal representative handling the estate would file on behalf of your deceased spouse, using the filing status "married filing separately."

On the top of Form 1040 for your spouse, write "Deceased" and your spouse's name and date of death. If there is a personal representative that has been appointed for your deceased spouse, then that person will have to sign the return, and if the return is a joint return, you will also sign it. If there is no personal representative, then you should sign the return and in the signature area write "Filing as surviving spouse."

Victor Santucci, EA



Posted
Victor Santucci EA
Intuit Tech

Frank,

Do you need further assistance with your question?

Victor Santucci, EA

Posted

quoteTestimonialsquote

About ExpertHelp

ExpertHelp is changing the way you connect with service professionals.

Whether you have a quick question while preparing your taxes, troubleshooting a computer problem, or need to hire an attorney, ExpertHelp is the most convenient and affordable way to connect with the right service professional to get the job done.

ExpertHelp has been in business since 2011, is an A+ Rated Better Business Bureau accredited member, and offers a 100% satisfaction guarantee on every question you ask!

More Intuit Questions...

Ask Your Intuit Question & Get An Answer Now!