2006-12-29 02:02:42 · 7 answers · asked by smilynoony 2 in Business & Finance ➔ Taxes ➔ United States
First off, I'm sorry for your loss. This year you will file married filing jointly using the following instructions:
The final return should have the word "Deceased," the decedent's name, and the date of death written across the top of the return. Generally, the person who is filing a return for a decedent and claiming a refund must file Form 1310 (PDF) , Statement of Person Claiming Refund Due a Deceased Taxpayer, with the return. However, if you are a surviving spouse filing a joint return, or a court appointed or certified personal representative filing an original return for the decedent, you do not have to file Form 1310. Personal representatives must attach to the return a copy of the court certificate showing the appointment.
For the next two years you may be able to file as a qualifying widower if you meet the following criteria:
Qualifying Widow(er) You can use this status if all of the following apply:
Your spouse died in and you did not/will not remarry .
You have a child, adopted child, stepchild, or foster child whom you will claim as a dependent.
This child will live in your home for all of .
You will pay over half the cost of keeping up your home.
You could have filed a joint return with your spouse the year he or she died, even if you did not actually do so.
Hope this helps
2006-12-29 02:18:43 · answer #1 · answered by koral2800 4 · 6⤊ 0⤋
My dad had to deal with this last year. You can still file the same as when he was alive for this year. If you need help you can check on the irs website for info. The topic is 356.
2006-12-29 02:07:07 · answer #2 · answered by Ann Michelle 3 · 1⤊ 0⤋
You will file pretty much the same as you have always filed. Your husband will be still included on a joint income tax return if he had any income this year abd you will be able to claim him, for the purpose of a standard deduction for three years.
If you have trouble filing on your own, go to one of the tax preparers that are always available around that time. H.& R. Block are very good, normally.
2006-12-29 02:23:20 · answer #3 · answered by fangtaiyang 7 · 0⤊ 3⤋
For the year of death, you can file as a surviving spouse, which means you can still file as married joint. Next year, you will need to either file single or head of household.
2006-12-29 02:09:08 · answer #4 · answered by jseah114 6 · 2⤊ 1⤋
You should file as "Married filing jointly"
2006-12-29 03:35:56 · answer #5 · answered by MT 2 · 2⤊ 0⤋
You may be able to get away with Head of household.
2006-12-29 02:05:14 · answer #6 · answered by ? 6 · 0⤊ 1⤋
Call your accountant or lawyer.
2006-12-29 02:05:08 · answer #7 · answered by mystery_me 4 · 0⤊ 1⤋