Discussion:Spouse dies, taxpayer remarries

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Discussion Forum Index --> Basic Tax Questions --> Spouse dies, taxpayer remarries


Discussion Forum Index --> Tax Questions --> Spouse dies, taxpayer remarries

Ztom (talk|edits) said:

7 April 2012
Spouse dies in April, taxpayer remarries in Oct. I assume I file them married with new wife, but what happens if deceased wife has w2, does she file married seperate? New one on me.

Seaside CPA (talk|edits) said:

7 April 2012
Correct. Taxpayer files jointly with new wife. Deceased wife files MFS.

RBruce (talk|edits) said:

7 April 2012
Remember though that any income earned by the deceased spouse's estate that didn't pass instantly to the husband can be filed on a 1041, so she is only mfs until her date of death.

Tax Writer (talk|edits) said:

7 April 2012
Seaside is correct. The deceased spouses' only available filing status is MFS.

The surviving spouse may file jointly with his new spouse, or MFS.

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