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Level 1
May 14, 2020
Question

Can you tell me where to go when you have to file seperate returns due to spouse being deceased?

  • May 14, 2020
  • 2 replies
  • 8 views
how do iget to a second pa-40 form to file pouses income?
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2 replies

Level 2
May 14, 2020

IF YOUR SPOUSE WAS DECEASED IN 2019 YOU PUT THE DATE OF DEATH ON YOUR FEDERAL WORKSHEET, AND YOU DON'T HAVE TO FILE A SEPARATE RETURN.

Accountant-Man
Level 13
May 14, 2020

I haven't had to in a while, and I believe that PA now allows it. Since PA taxes each spouse's income separately anyway, it shouldn't matter. 

BUT..., if you had to get the second spouses's income listed by herself for PA only, you would split the return, saving only the second spouse's return, and then go to PA and ignore the federal.

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