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Get your taxes done using TurboTax
Thank you. It took some digging as your situation is unusual. The IRS expects the surviving spouse to file the tax return when one partner passes away. When a single person passes, they expect a representative. The system is just not set up to handle your situation for a representative with both having passed.
Unfortunately, you will need to mail both the federal and state. I suggest you use tracking to ensure their safe arrival.
IRS says:
For paper returns, the filer should write the word deceased, the deceased person's name and the date of death across the top. Here's who should sign the return:
- Any appointed representative must sign the return. If it's a joint return, the surviving spouse must also sign it.
- If there isn't an appointed representative, the surviving spouse filing a joint return should sign the return and write in the signature area labeled, filing as surviving spouse.
- If there's no appointed representative and no surviving spouse, the person in charge of the deceased person's property must file and sign the return as "personal representative."
Other documents to include
- Court-appointed representatives should attach a copy of the court document showing their appointment.
- Representatives who aren't court-appointed must include Form 1310, Statement of Person Claiming Refund Due a Deceased Taxpayer to claim any refund. Surviving spouses and court-appointed representatives don't need to complete this form.
- The IRS doesn't need a copy of the death certificate or other proof of death.
I am very sorry for your loss.
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‎February 24, 2023
8:55 AM