How JustAnswer Works:
  • Ask an Expert
    Experts are full of valuable knowledge and are ready to help with any question. Credentials confirmed by a Fortune 500 verification firm.
  • Get a Professional Answer
    Via email, text message, or notification as you wait on our site.
    Ask follow up questions if you need to.
  • 100% Satisfaction Guarantee
    Rate the answer you receive.
Ask Merlo Your Own Question
Merlo
Merlo, Accountant
Category: Tax
Satisfied Customers: 9783
Experience:  25+ years tax consulting. Specializing in returns for US citizens living abroad
9573734
Type Your Tax Question Here...
Merlo is online now
A new question is answered every 9 seconds

I have been filing as married with a spouse. My wife passed

Resolved Question:

I have been filing as married with a spouse. My wife passed away in May 2009. How do I file now Married / simgle ?
Anything else ineed to know or do this year
MY EMAI ADDR IS:XXX@XXXXXX.XXX
Submitted: 7 years ago.
Category: Tax
Expert:  Merlo replied 7 years ago.

Hello john,

 

I am very sorry to hear of your loss.

 

Concerning your tax return for 2009, you will still be able to file your return as married and file jointly with your wife. This will be the last year that you can do that, unless of course you were to remarry.

 

Across the top of your Form 1040 tax return, you should write "Deceased", and then write your wife's name and date of death. You should sign the return and behind your signature write "Filing as Surviving Spouse".

 

Everything else will remain the same as in previous years. You will report any income that the two of you had during the year and any deductions to which you are entitled. This will be the last year that you need to file a return on your wife's behalf.

 

If this was helpful please press the Accept button. Positive feedback is also appreciated.

 

Thank you john

 

 

Merlo and other Tax Specialists are ready to help you