topic Re: Deceased Spouse in Retirement tax questions

Deceased Spouse

MamaRae — Tue, 10 Feb 2026 09:20:43 GMT

My husband died April 2023. I received a form SSA1099 for his retirement benefits. I also received one for my disability benefits. Do I file as before, Married Filing Jointly, or as single? Do I include his monies as my income?

Re: Deceased Spouse

MonikaK1 — Sun, 28 Jan 2024 01:41:57 GMT

You can file Married Filing Jointly for 2023, the year of death, and include your husband's 2023 income. When you enter the Personal Info in TurboTax, the program provides a box to check to indicate that the individual passed away during the year.

Please see this TurboTax help article for more information.

I am sorry for your loss.

Re: Deceased Spouse

VolvoGirl — Sun, 28 Jan 2024 01:42:41 GMT

Yes you still file a joint return. My husband died in March too. Nothing different for taxes this year. Enter his SSA-1099. Next year you file as Single unless you have a child and can file as qualifying widow.

Re: Deceased Spouse

MamaRae — Sun, 28 Jan 2024 01:44:23 GMT

Thank you!

Re: Deceased Spouse

MamaRae — Sun, 28 Jan 2024 01:48:53 GMT

Thanks

Re: Deceased Spouse

bull Jake — Tue, 06 Feb 2024 04:49:25 GMT

My spouse also died in March 2023. When should I expect his ssa1099 to arrive in the mail?

Re: Deceased Spouse

SharonD007 — Tue, 06 Feb 2024 04:58:12 GMT

The Social Security office mails the tax forms out in January. If you haven't received the forms, you can download or contact the Social Security office in your area. Refer to the website Replacement SSA-1099 for more information.