Thank you. Token # 1079772
Thank you. It took some digging as your situation is unusual. The IRS expects the surviving spouse to file the tax return when one partner passes away. When a single person passes, they expect a representative. The system is just not set up to handle your situation for a representative with both having passed.
Unfortunately, you will need to mail both the federal and state. I suggest you use tracking to ensure their safe arrival.
IRS says:
For paper returns, the filer should write the word deceased, the deceased person's name and the date of death across the top. Here's who should sign the return:
- Any appointed representative must sign the return. If it's a joint return, the surviving spouse must also sign it.
- If there isn't an appointed representative, the surviving spouse filing a joint return should sign the return and write in the signature area labeled, filing as surviving spouse.
- If there's no appointed representative and no surviving spouse, the person in charge of the deceased person's property must file and sign the return as "personal representative."
Other documents to include
- Court-appointed representatives should attach a copy of the court document showing their appointment.
- Representatives who aren't court-appointed must include Form 1310, Statement of Person Claiming Refund Due a Deceased Taxpayer to claim any refund. Surviving spouses and court-appointed representatives don't need to complete this form.
- The IRS doesn't need a copy of the death certificate or other proof of death.
I am very sorry for your loss.
