pk
Level 15
Level 15

Get your taxes done using TurboTax

@MommaTraveler ,  I am sorry for your great loss.

 

(a) we are talking about two different things here   -- 1.  you and your husbands  joint return for the year 2023 -- last return for the decedent.  On this you prepare  as MFJ and only you sign  -- you tell TurboTax  that  your husband has passed -- it will ask for the date of demise of the decedent.   This can be e-filed.  You may need a copy of 2022 return  so you can verify by using  AGI from 2022 and  of  course driver's license etc.

 

(b)   I do not believe you will have to file a form 1310 to claim any refund since you are  filing jointly.

 

(c)  The comment from my colleague @M-MTax  is for the second item  -- The Estate of the decedent.  That part depends on  the size of the Estate, whether there is a trust involved etc. and  of course the State  laws  dictating whether  you can use the simplified  probate i.e. going through the whole probate process.  It would be good idea  to consult with your lawyer for  path forward.   This is where  the trustee of the trust and/or the executor of the trust comes into the picture.

 

Please see this  pub from the IRS -->  About Publication 559, Survivors, Executors and Administrators | Internal Revenue Service (irs.gov)

 

Again my condolences  -- I know it hurts  ( having just lost my wife of 55 years  this February ).

 

pk