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[Event] Ask the Experts: Extension Filers
I'm sorry for your loss. @user17581365864
When entering the information you will indicate for the prior year returns that your spouse is deceased. You will still file as married filing a joint return. You want to enter your information first (so you show as the primary tax payer) and then your deceased spouse's information. In the My Info section TurboTax will ask if the person has passed away. You must check the box and enter the date of death. When filing returns by paper method I highly recommend sending certified with return receipt requested to confirm the taxing authority (IRS & State) have received the return.
- Print and mail the return: Since prior-year returns cannot be e-filed, you must print the completed return and sign it.
- Sign the return: Sign in the space designated for the primary taxpayer. In the space designated for your deceased spouse, write "Filing as surviving spouse".
- Include Form 1310 (if necessary): If you are claiming a refund and are not a court-appointed representative, you should also fill out and include Form 1310, Statement of Person Claiming Refund Due a Deceased Taxpayer.
- Write "Deceased" on the form: The IRS also recommends writing "Deceased," your spouse's name, and the date of death across the top of the Form 1040.
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2 weeks ago