ErnieS0
Expert Alumni

State tax filing

You can e-file a Pennsylvania income tax return jointly with a deceased spouse by reversing the order of taxpayers. List yourself first and Edward second by switching yourselves in Personal Info. You'll have to do this in federal. The change will carry over onto PA.

 

Be careful if you do this. Make sure you change the name of the recipients of all your W-2s, 1099-Rs, and any other separate property.

 

It works. See Intuit Alumni @Irene5's answer to Can a Pennsylvania widow file jointly for year spouse died?

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