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XxStephiieXx
Returning Member

I’m filing my deceased husbands taxes we’ve never filed jointly so I don’t have access to his tax forms from last year what do I do?

Please help can I file without it?
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2 Replies

I’m filing my deceased husbands taxes we’ve never filed jointly so I don’t have access to his tax forms from last year what do I do?

So sorry for your loss.    

 

 You may have been filing MFS for past years, and you can do that again if you choose to----but are you aware that you can file a joint return if your spouse passed away in 2023?

 

 

 For the year that your spouse died, you can still file a joint return.  That way, you will get the married filing jointly standard deduction of $27,700 (+ $1500 for each spouse 65 or older) which will lower the amount of income you are taxed on.

 

In My Info, you will need to indicate that your spouse died. When his name is in My Info,  there is a screen early in the interview that asks "Do any of these apply to [name] ?’” where you will do that, and then a drop down will appear where you can enter the date he passed.

 

If you have qualifying dependent children you will be able to file as a qualifying surviving spouse  (QSS) for the next two years after this tax return.  Post back if you need further help.

 

 

If you decide to stick with filing MFS, you are not going to have your spouse's 2022 AGI without access to his 2022 return.   You can try using zero, or you can print, sign and mail his return.  You can sign it as surviving spouse.   

 

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
XxStephiieXx
Returning Member

I’m filing my deceased husbands taxes we’ve never filed jointly so I don’t have access to his tax forms from last year what do I do?

Thank you..

Ok I’ll try to mail it in..unfortunately I didn’t work so I can’t find MFS it’s just his tax return that I have..I was told I can file since he passed but it’s not letting me without the AGI

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