Deceased Taxpayer

Forum|Forum|5 years ago
March 9, 2021
2 replies
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The primary taxpayer passed away in 2020. Should the surviving spouse file a joint return with the deceased as the primary taxpayer (as they did last year) or file a joint return in their name as the primary taxpayer.

Best answer by KrisD15

I suggest the surviving spouse file in the same manner as years past to make things easier. If you switch things up, the PIN or 2019 AGI needed to e-file will be rejected.

Also be aware that if the full stimulus payments were not received, the taxpayer that passed in 2020 will still show an eligibility for the Recovery Rebate Credit (if the other requirements are met as well) and the surviving spouse will get that credit.

KrisD15Answer

Level 15

I suggest the surviving spouse file in the same manner as years past to make things easier. If you switch things up, the PIN or 2019 AGI needed to e-file will be rejected.

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pamhunt76

Level 2

I got the AGI issue, and IRS rejected my tax return even though I filed the same way we've done in the past years. Also, when I tried to file by mail, it wouldn't let me do that because I don't have an id for my deceased husband. Any suggestions

CarissaM

Level 15

You can try to put 0 as your AGI in order to e-file. For more information on your AGI please click here @pamhunt76

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kz4207

Level 2

father in law passed away on 3/13/2021. how do i sign his 2020 return? I will pay what is owed

macuser_22

Alumni - Champ

@kz4207 wrote:

father in law passed away on 3/13/2021. how do i sign his 2020 return? I will pay what is owed

If you are his personal representative, you sign with your name "personal representative for" and the deceased name.

Suggest that you read IRS Pub 559 (Survivors, Executors, and Administrators) for a lot of good information about filing and signing the final return and estate return and other requirements.

https://www.irs.gov/pub/irs-pdf/p559.pdf

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**