My husband passed away on January 4, 2023. I filed our taxes as Married filing jointly and reported his death for tax year 2022. In 2023, he received $307 from Social Security that they said he was due via the usual direct deposit. I received a lump sum Retired Death Benefit check which was taxed by both Federal and State. ($500.00 less $115.00) and a check for monthly allowance payable from the 1st of the month through the date of his death for $495.84. No taxes withheld.
My question is, do I file as Married filing jointly again for tax year 2023 and do I report this as his income?
