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dylatess
dylatess, ATTORNEY
Category: Social Security
Satisfied Customers: 3441
Experience:  37 plus years of SSD practice
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MY HUSBAND DIED 1/17/2015 AND I TRIED TO FILE MY TAX RETURN

Customer Question

MY HUSBAND DIED 1/17/2015 AND I TRIED TO FILE MY TAX RETURN MFJ, BUT THE RETURN WAS REJECTED BECAUSE SS RECORDS SAY THE NUMBER BELONGS TO A DECEASED PERSON. WHAT MUST I DO?
Submitted: 1 year ago.
Category: Social Security
Expert:  Stephanie O Joy, Esq replied 1 year ago.

Have you remarried?

Customer: replied 1 year ago.
no
Expert:  Stephanie O Joy, Esq replied 1 year ago.

OK, did you sign for him? If so, did you put down any notation beyond his name signed?

Customer: replied 1 year ago.
filed electronically used pin filed as surviving spouse
Expert:  Stephanie O Joy, Esq replied 1 year ago.

What kind of return was it, i.e. 1040?

Customer: replied 1 year ago.
1040
Expert:  Stephanie O Joy, Esq replied 1 year ago.

There can be a variety of reasons why it was rejected but the most popular relating to death of a spouse and filing jointly concerns a matching of the dates of death with the various entities. You will want to confirm that your return, and the death certificate have matching dates of death and that the SSA has properly recorded the date of death as well. The 3 must match.

Expert:  Stephanie O Joy, Esq replied 1 year ago.

I don't doubt that you properly recorded it, but working with the SSA as much as I do (daily), I see typos in their system with chronic regularity.

Expert:  Stephanie O Joy, Esq replied 1 year ago.

That would be my first check point.