ThomasM125
Expert Alumni

Retirement tax questions

I am sorry for your loss. Provided you don't live in a community property state, you don't have to include his income on your tax return if you file married-separate, and you can do that if you choose to. If you file as married-joint, then you would have to include the income on your tax return. You would have to try it both ways to determine which way is better.

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