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menchacafamily41
New Member

How do I correct my deceased spouses information for 2016, if he passed in 2015?

My spouse passed 12/26/2015. I filed my 2015 taxes as married filing jointly. His employer filed a w-2 for 2016 with his remaining December 2015 income that paid in January of 2016. I did not include in my 2016 return because I didn't know about that w-2. Do I amend my 2016 return and how? or Do I file a return for him only as a deceased taxpayer?

1 Best answer

Accepted Solutions
SweetieJean
Level 15

How do I correct my deceased spouses information for 2016, if he passed in 2015?

No.  Any 2016 income goes to his Estate, and is reported on a Form 1041 Estate Income Tax return.

IRS Form 1041, U.S. Income Tax Return for Estates and Trusts, is required if the estate generates more than $600 in annual gross income.

https://www.irs.gov/businesses/small-businesses-self-employed/deceased-taxpayers-filing-the-estate-i...

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10 Replies
SweetieJean
Level 15

How do I correct my deceased spouses information for 2016, if he passed in 2015?

No.  Any 2016 income goes to his Estate, and is reported on a Form 1041 Estate Income Tax return.

IRS Form 1041, U.S. Income Tax Return for Estates and Trusts, is required if the estate generates more than $600 in annual gross income.

https://www.irs.gov/businesses/small-businesses-self-employed/deceased-taxpayers-filing-the-estate-i...

View solution in original post

menchacafamily41
New Member

How do I correct my deceased spouses information for 2016, if he passed in 2015?

What if there is no estate set up for him. Is this just for tax purposes?
SweetieJean
Level 15

How do I correct my deceased spouses information for 2016, if he passed in 2015?

How did you cash his last paycheck?  And what state did he pass in?
menchacafamily41
New Member

How do I correct my deceased spouses information for 2016, if he passed in 2015?

it was a direct deposit into our mutual checking account for Colorado
menchacafamily41
New Member

How do I correct my deceased spouses information for 2016, if he passed in 2015?

would this be something I could use form 1310 for refunds due a deceased taxpayer?
SweetieJean
Level 15

How do I correct my deceased spouses information for 2016, if he passed in 2015?

Not for 2016.
SweetieJean
Level 15

How do I correct my deceased spouses information for 2016, if he passed in 2015?

Please see a local estate attorney or CPA. (My own spouse died in 2014, but received income in 2015 that had to be processed through his Estate.)
menchacafamily41
New Member

How do I correct my deceased spouses information for 2016, if he passed in 2015?

Thankyou for your help! Its all so complicated
SweetieJean
Level 15

How do I correct my deceased spouses information for 2016, if he passed in 2015?

Good luck.
menchacafamily41
New Member

How do I correct my deceased spouses information for 2016, if he passed in 2015?

🙂 sorry for your loss as well
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