Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

Can a surviving spouse tax return be filed electronically? What documents need to be attached outside of the normal documents?

My client's spouse died Feb 2018. I have all of the documents, including death certificate.

0 Cheers

This discussion has been locked. No new contributions can be made. You may start a new discussion here

1 Best Answer

Accepted Solutions
George4Tacks
Level 15

Nothing needed, assuming you are filing as a Married Filing Joint return. Keep the death certificate, it does not need to be attached. IRS works off of the Social Security death records, so they should already know of the death.

This is from Lacerte, but still applies. 

https://accountants-community.intuit.com/articles/1610763-e-filing-a-return-for-a-deceased-taxpayer-...


Answers are easy. Questions are hard!

View solution in original post

0 Cheers
1 Comment 1
George4Tacks
Level 15

Nothing needed, assuming you are filing as a Married Filing Joint return. Keep the death certificate, it does not need to be attached. IRS works off of the Social Security death records, so they should already know of the death.

This is from Lacerte, but still applies. 

https://accountants-community.intuit.com/articles/1610763-e-filing-a-return-for-a-deceased-taxpayer-...


Answers are easy. Questions are hard!
0 Cheers