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

linkramer2 · ‎12-06-2019

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

IRonMaN · ‎12-06-2019

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!

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Accountant-Man · ‎12-06-2019

What does your paid tax professional say?

** I'm still a champion... of the world! Even without The Lounge.

garman22 · ‎12-06-2019

yeah.

IRonMaN · ‎12-06-2019

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 · ‎12-06-2019

What if they remarry by end of year?

garman22 · ‎12-06-2019

Thats a good question and one I've never come across.

IRonMaN · ‎12-06-2019

I didn't see that in the original post

Slava Ukraini!

taxiowa · ‎12-06-2019

You file MFS for dead dude and then MFJ for dude that was waiting in line for her hand in marriage.

garman22 · ‎12-06-2019

Oh, that sucks for dead dude...but he is dead so....

Reminded me of (dont know why) client who remarried at end of a taxable year and she normally received substantial EIC. Lost it with MFJ. She was PISSED. I said she should've consulted her taxman (me) about getting married. Forget the priest.

IRonMaN · ‎12-06-2019

Father Garman - has a nice ring to it.

Slava Ukraini!

garman22 · ‎12-06-2019

oh Lord.......Dear God, Please forgive my friend, he knows not.

The earth would open up and swallow me whole if I put the collar on!!

Accountant-Man · ‎12-06-2019

Me, too, garman22, many years ago. Long time unmarried partners decided to marry without consulting me. She had a child and got EIC, except she didn't when she got married. Had she waited 3 months until January she would not have lost $3,000.

** I'm still a champion... of the world! Even without The Lounge.

garman22 · ‎12-06-2019

we do come across every now and again those that should really consult us......I understand its a joyous time but maybe just maybe they can hold off for just a little while.

Mt-Juliet--CPA · ‎12-06-2019

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

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

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