Signing the Return
Question: My spouse passed away last year, and I will be filing a joint return. Are there any special return notations required to indicate my spouse is deceased?
- When you are a surviving spouse filing a joint return and no personal representative has been appointed, you should sign the return and write in the signature area below your signature, "filing as surviving spouse."
- The return should have the word "Deceased," the decedent's name, and the date of death written across the top of the return above the area where your address is entered.
Note that a final joint return with a decedent cannot be filed if the surviving spouse remarried before the end of the year of the decedent’s death. The filing status of the decedent in this instance is married filing a separate return.
Category: IRS Procedures
Subcategory: Signing the Return