Signature protocol for deceased's 1040, where 1310 shows Part1, C as marked and part II, lines1 and 3 marked "Yes." It is the spouse who is filing... I 'm thinking signature followed by "personal representative."
If it is the surviving spouse, why not Part I A marked instead of C ? If it is the surviving spouse filing wouldn't it be signed "surviving spouse" instead of personal representative?
They are not requesting a refund reissued only in her name... and that what A seems to say
They are MFS....
@linduca1216 wrote:
They are not requesting a refund reissued only in her name... and that what A seems to say
They are MFS....
They are not requesting a refund reissued only in her name - really sounds like you are trying to correct something. If this is an original return for a MFJ return, the 1310 is not required. See page 80 https://www.irs.gov/pub/irs-pdf/i1040gi.pdf
OR Just use help that can be found here using "survivor"
They are filing married filing separately. Surviving spouse indicated there was a will but no representative... That is why I chose C.
Why MFS ? being that one spouse has passed no need for surviving spouse to worry about keeping things separate from spouse any longer. Just curious
Less tax due...
@Terry53029 On a MFJ return with a deceased spouse, the surviving spouse is liable for everything on that joint return.
Although, if surviving spouse inherited everything, they are probably liable any way even if MFS..
Yes, the filing was not in regards to any liability but rather a tax savings... less tax due if they filed separately.
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