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My Husband Died Recently. How Should I File My Taxes? – Theresa

“Dear Jim,

My husband dies 2 months ago. He didn’t have life insurance. His pension stop & I work so I won’t get SS. We didn’t have taxes taken out of his pension or SS. We paid it when we filed. We have 2 daughters 1 14 & the other 18 and started college.

How should I file my taxes? I don’t want to include his income then I will have to pay the tax…Help

Theresa”

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The Answer

Theresa:

Sorry about the loss of your husband. You can file separately, but you should consider your entire tax situation before you do so. For tax purposes, you will be considered married. However, you can file separately. Before you do so, you should see a qualified tax professional and complete your return both jointly and separately as there are many factors to consider.

Jim

My Husband Died Recently. How Should I File My Taxes?   TheresaJim Buttonow is one of the resident debt experts here at GetOutOfDebt.org that helps people for free. Jim is a licensed CPA who spent 19 years with the IRS coordinating large compliance teams of IRS agents and specialized personnel. In the last 5 years, Jim has invented consumer and practitioner software and treatises on how to address many different tax issues. He has also represented many people before the IRS examination, collection, filing, and appeals functions. He currently assists taxpayers on an active pro bono tax practice aimed at serving people in need. He can be reached at IRSMind.com.

If you have a tax question you’d like to ask just use the online form. I’m happy to help you totally for free.

About Jim Buttonnow

Jim Buttonnow
Jim Buttonow, CPA/CITP, is cofounder of Beyond415. He has more than 26 years of experience in IRS practice and procedure. Reach Jim at JButtonow@Beyond415.com.
  • Gail Beckwith

    my husband passed away in october 2012 how do i file my income tax for new york state and federal

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