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Level 1
December 7, 2019
Solved

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

  • December 7, 2019
  • 1 reply
  • 13 views

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

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Best answer by George4Tacks

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-...

1 reply

George4Tacks
Level 15
December 7, 2019

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-...

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