DianeW777
Expert Alumni

Get your taxes done using TurboTax

If you are asking whether there is anything extra you need to do on a joint return in the year of death, the answer is no. You will file jointly in the year of death so if you are filing with a spouse who died in 2021, then Form 1310 is not required.  If there is a refund it will be issued in the name of the living spouse.  Make sure to enter the date of death in the Personal Information and TurboTax will do the rest.

 

@Lloyd E Tooley

[Edited: 04/07/2022 | 8:00a PST]

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