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Returning Member
posted Mar 8, 2022 4:13:53 AM

If I am a surviving spouse and filing a married joint return, do I need to submit a wisconsin form 804?

I am a surviving spouse. I am filing a married joint return for 2021. My wife passed away in Oct 2021. Do I need to submit a Wisconsin form "Claim for Decedent’s Wisconsin Income Tax Refund". It seems that form would apply only if the refund were in my wife's name only. If I do have to submit it, where do I mail it?

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1 Replies
Level 15
Mar 8, 2022 4:31:01 AM

That form is not needed since you are  filing as surviving spouse.