linkramer2
Level 1
‎12-06-2019 11:18 PM

Two 1040's:

1st 1040:  1/1/18 thru 7/7/18 (DOD of TP) where couple files MFJ

2nd 1040: 7/8/18 thru 12/31/18 for spouse filing Sgl

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Accountant-Man
Level 13
‎12-06-2019 11:18 PM
What does your paid tax professional say?
** I'm still a champion... of the world! Even without The Lounge.
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garman22
Level 13
Level 13
‎12-06-2019 11:18 PM
yeah.
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IRonMaN
Level 15
‎12-06-2019 11:18 PM

You only file one return.  As long as deceased spouse was alive for one day in 2018, a joint return can still be filed.


Slava Ukraini!

View solution in original post

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taxiowa
Level 9
Level 9
‎12-06-2019 11:18 PM
What if they remarry by end of year?
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garman22
Level 13
Level 13
‎12-06-2019 11:18 PM
Thats a good question and one I've never come across.
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IRonMaN
Level 15
‎12-06-2019 11:18 PM
I didn't see that in the original post :smile::smile:

Slava Ukraini!
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taxiowa
Level 9
Level 9
‎12-06-2019 11:18 PM
You file MFS for dead dude and then MFJ for dude that was waiting in line for her hand in marriage.
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garman22
Level 13
Level 13
‎12-06-2019 11:18 PM
Oh, that sucks for dead dude...but he is dead so....

Reminded me of (dont know why) client who remarried at end of a taxable year and she normally received substantial EIC. Lost it with MFJ. She was PISSED. I said she should've consulted her taxman (me) about getting married. Forget the priest. :laughing:
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IRonMaN
Level 15
‎12-06-2019 11:18 PM
Father Garman - has a nice ring to it.

Slava Ukraini!
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garman22
Level 13
Level 13
‎12-06-2019 11:18 PM
oh Lord.......Dear God, Please forgive my friend, he knows not.

The earth would open up and swallow me whole if I put the collar on!!
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Accountant-Man
Level 13
‎12-06-2019 11:18 PM
Me, too, garman22, many years ago. Long time unmarried partners decided to marry without consulting me. She had a child and got EIC, except she didn't when she got married. Had she waited 3 months until January she would not have lost $3,000.
** I'm still a champion... of the world! Even without The Lounge.
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garman22
Level 13
Level 13
‎12-06-2019 11:18 PM
we do come across every now and again those that should really consult us......I understand its a joyous time but maybe just maybe they can hold off for just a little while.
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Mt-Juliet--CPA
Level 3
‎12-06-2019 11:18 PM

Just One Return for the year with MFJ based upon your info

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