Hỏi
My spouse passed away last year, and I want to file a joint return. How should I file, how should I sign, and are there any special notations required to indicate my spouse is deceased?
Đáp
  • Across the top of the return - above the area where you enter your address, write "Deceased," your spouse’s name, and the date of death.
  • When you're a surviving spouse filing a joint return and a personal representative hasn't been appointed, you should sign the return and write "filing as surviving spouse" in the signature area below your signature.
  • When you're a surviving spouse filing a joint return and a personal representative has been appointed, you and the personal representative should sign the return.
  • A decedent taxpayer's tax return can be filed electronically. Follow the specific directions provided by your preparation software for proper signature and notation requirements.

Note: You can't file a final joint return with your deceased spouse if you as the surviving spouse remarried before the end of the year of death. The filing status of the decedent in this instance is married filing separately.

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