My dad recently passed away and my mom is wondering how she will file taxes at year end? Can she still file as married filing jointly since my dad lived during some parts of 2007? Or will she file as single? Thank you.
2007-05-17 15:58:05 · 9 answers · asked by pc 1 in Business & Finance ➔ Taxes ➔ United States
You mother can file a joint return with her spouse the year of his death, as long as she does not remarry before the end of the year, and as long as someone in charge of the estate (if it is not your mother) does not choose to file a separate return for your father.
If she files jointly, she signs the return and in the place for his signature she writes "filing as surviving spouse." This return can also be electronically filed. If she uses a preparer she needs to bring a copy of the death certificate with her and the preparer is required to keep it with the tax return papers.
She could also choose to file married filing separately, and file a return on behalf of her spouse, also married filing separately.
If she has dependent children living with her, for the two years after the year of her spouse's death, she is allowed to file as a qualifying widow. This allows her the standard deduction as if she were married.
2007-05-17 17:59:20 · answer #1 · answered by ninasgramma 7 · 0⤊ 0⤋
Your mother has some choices.
She can file either married filing Joint or Separate as the others have stated.
If she has any qualifying children and maintains the home for them, she could also file as Head of Household.
A tax professional will be able to prepare the returns all different ways to determine the lowest tax liability and largest refund.
Sorry for your loss.
2007-05-18 02:34:39 · answer #2 · answered by Mark S 5 · 0⤊ 0⤋
Sorry for your loss.
Your mom can file as Married-Filing Jointly for 2007.
There are special rules in the instructions for deceased taxpayers.
2007-05-17 16:06:31 · answer #3 · answered by Wayne Z 7 · 0⤊ 0⤋
File out hate forms both ways to see which is better. Jointly is usually best. If in doubt, consult a Tax Professional.
2016-05-22 01:53:32 · answer #4 · answered by ? 4 · 0⤊ 0⤋
Your mother will need to file Married, filling jointly.
2007-05-17 16:15:09 · answer #5 · answered by hobbitsage 2 · 0⤊ 0⤋
Yes, she should still be able to file as married filing jointly. Go to www.irs.gov for further instructions
2007-05-19 11:11:08 · answer #6 · answered by Phineas J. Whoopee 5 · 0⤊ 0⤋
married filing jointly for the year he passed.
Sorry to hear about your loss.
2007-05-17 16:10:00 · answer #7 · answered by Anonymous · 0⤊ 0⤋
Condolences.
She will file a joint return and note on it that it's a final return for your dad, and will include his date of death.
She could file a separate return if she wants to, but that would be very unlikely to benefit her.
2007-05-18 02:57:30 · answer #8 · answered by Judy 7 · 0⤊ 0⤋
Call a CPA.
2007-05-17 16:04:14 · answer #9 · answered by alaisjones 4 · 0⤊ 2⤋