Taxes. . . I need help!!??

Question

my boyfriends grandpa died and they just got his w2 form and they wanted to know if his grandma can file it or what she has to do to file her taxes. the person i get the best answer from with proof ill give you the best answer. Thanks!!

Answer 1

a survivng relative (or estate if no relative) must file and put on the 1040 form DECEASED! for more look here

http://www.irs.gov/taxtopics/tc356.html

Answer 2

The grandpa died in 2006 or 2007? In either case, the grandma can file as a surviving spouse, which essentially means that she can still file married filing joint as if he was still alive. If he died in 2006, she won't get his personal exemption for 2006, but if he died in 2007, she still would.

Answer 3

Have your boyfriend take the W-2 along with the grandpa's ID (if possible) to the nearest Internal Revenue Taxpayer Assistance office. They can answer all your questions AND help with any tax forms and help fill them out for free.Also to play it safe,have your boyfriend take HIS ID and Social Security card too.
(Check in your local Yellow Pages under US Government).

Answer 4

His grandma can file joint with him for the year he died. The return will be marked as "final return" for him.

One of the best ways for her to get this done is to find a VITA or TCE site near where she lives. You can find more info at irs.gov about these programs. Trained preparers will do the return at no charge.

Answer 5

If grandma was married to grandpa then she has rights to the money grandpa put into the government especially if she depended on that money for income.

Answer 6

She should take the form to H&R Block (or another reputable tax preparer) and have them do it. Less worries/headaches and no chances of being audited.