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My husband died 10 4 17. Do I file seperate or joint. We…

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My husband died 10...

My husband died 10 4 17. Do I file seperate or joint

Accountant's Assistant: The Accountant will know how to help. Please tell me more, so we can help you best.

We always filed jointly. He made most of the money.

Accountant's Assistant: Is there anything else important you think the Accountant should know?

I just don’t know how to file. Also I think I need an extension as I an in Oregon and I live in GA. Won’t be home until sometime in June

Submitted: 4 months ago.Category: Tax
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3/20/2018
Tax Professional: Tax.appeal.168, Tax Accountant replied 4 months ago
Tax.appeal.168
Tax.appeal.168, Tax Accountant
Category: Tax
Satisfied Customers: 4,759
Experience: 3+ decades of varied tax industry exp. Tax Biz owner
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Hello. Thank you for choosing this Q&A service for assistance. My name is***** will be assisting you. Response in next thread.

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Tax Professional: Tax.appeal.168, Tax Accountant replied 4 months ago

You can still file a joint return for TY 2017. If you have a dependent child, you can use the Qualifying Widow status for two years. SEE BELOW:

-----------------------------

If your spouse died during the tax year, you can still use Married Filing Jointly as your filing status for that year (as long as you otherwise qualify). For two years after that, you may be eligible for the Qualifying Widow (or Widower) with Dependent Child filing status.

REFERENCE SOURCE:

https://www.efile.com/qualifying-widow-widower-tax-filing-status/

You can refer to the following link for more information regarding the Qualifying Widow(er) filing status.

https://www.efile.com/qualifying-widow-widower-tax-filing-status/

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Tax Professional: Tax.appeal.168, Tax Accountant replied 4 months ago

Next to your husband's name on the Form 1040 write the word (Deceased).

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Customer reply replied 4 months ago
How can I file for an extension? I tried to call irs for an answer, but only got a robo.
Tax Professional: Tax.appeal.168, Tax Accountant replied 4 months ago

You will need to complete the Form 4868. You can file it by paper or electronically.

Link to Form 4868:

https://www.irs.gov/pub/irs-pdf/f4868.pdf

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