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Level 1
December 7, 2019
Solved

Do you file MFJ for surviving spouse, up until DOD and then file second 1040 as Sgl from DOD to end of yr

  • December 7, 2019
  • 13 replies
  • 27 views

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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Best answer by IRonMaN

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

13 replies

Accountant-Man
Level 13
December 7, 2019
What does your paid tax professional say?
** I am "Elevating with Intention!"
Intuit Community Champion
December 7, 2019
yeah.
IRonMaN
IRonMaNAnswer
Level 15
December 7, 2019

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!
taxiowa
Level 8
December 7, 2019
What if they remarry by end of year?
Level 4
December 7, 2019

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