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Get your taxes done using TurboTax
It depends, if you meet the requirements you can file jointly. Below are the rules for filing status in Pennsylvania for your situation.
For tax years beginning on or after Jan. 1, 2013, a joint return may be filed with the final return of a decedent under several circumstances.
- Joint Return with Personal Representative
A surviving spouse may file a joint return with the final return of the deceased spouse with the decedent's personal representative if:- A joint return could have been filed if both spouses had survived for the entire taxable year; and
- The decedent did not have a return filed for the tax year.
- Joint Return with no Personal Representative
A surviving spouse may file a joint return with the final return of the deceased spouse, and sign the return for both spouses, without a personal representative if:- A Joint return could have been filed if both spouses had survived the entire taxable year;
- The decedent did not have a return filed for the tax year; and
- A personal representative has not been appointed for the decedent by the time the joint return is filed.
If you find you are unable to file jointly, use the link below to see how to file a separate return for your deceased spouse. I send my sympathies to you and your family.
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March 12, 2024
7:01 AM