Mt dad passed away in 2020 and my mom lives in a nursing home on Medicaid. She, my mother, is now recieving his , my father's, pensions. All money she gets (minus a small stipend). As executor of will, how do I file? I have 1090-R in both his name (before death) and in hers.
You'll need to sign in or create an account to connect with an expert.
File a joint return.
in the year of death, the surviving spouse can file status MFJ.
if your mom is competent she should sign as surviving spouse.
You the executor, should also sign.
you will probably have to file on paper.
enter date of death to get the proper annotations on form 1040.
Still have questions?
Questions are answered within a few hours on average.
Post a Question*Must create login to post
Ask questions and learn more about your taxes and finances.
chrisminenorvilus7
New Member
kballard0705
New Member
keecole81
New Member
dimarie1203
New Member
ninayanez
New Member