Tax

Have a tax question? Ask a tax Expert

Ask an Expert,
Get an Answer ASAP!

This answer was rated:

My husband died on March 17, 2018. He died while on SS

My husband died on...

My husband died on March 17, 2018. He died while on SS Disability, with no life insurance or assets. Do I need to file his taxes for 2017?

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

What do you need to know?

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

I don’t know what would be important. He was hospitalized for four months before passing. My SSDI 1099 said I do. Ot need to file taxes for myself, but we usually filed jointly.

Show More
Show Less
Ask Your Own Tax Question
Answered in 16 minutes by:
3/21/2018
Robin D.
Robin D., Senior Tax Advisor 4
Category: Tax
Satisfied Customers: 17,610
Experience: 15years with H & R Block. Divisional leader, Instructor
Verified

Hello, I'm Robin. Welcome to JustAnswer. I'm reviewing your question now and typing up my reply. I'll post that in just a few moments.

Ask Your Own Tax Question
Customer reply replied 1 month ago
Thanks

In general, the final individual income tax return of a decedent is prepared and filed in the same manner as when they were alive. All income up to the date of death must be reported and all credits and deductions to which the decedent is entitled may be claimed.

You may file a joint return with your deceased spouse for 2017 even though he passed away in the year.

Write the word "Deceased," the decedent's name, and the date of death across the top of the final individual tax return. If filing a joint return, write the name and address of the decedent and the surviving spouse in the name and address fields.

Please let me know if you need more information.
If not then please scroll up to see the STARS to rate so I am credited.

Ask Your Own Tax Question
Customer reply replied 1 month ago
My AS disability 1099 says I am not required to file a return
Customer reply replied 1 month ago
For myself.

If you had no income and your spouse had no income then you are not required to file for you or him (joint or otherwise).

Robin D.
Robin D., Senior Tax Advisor 4
Category: Tax
Satisfied Customers: 17,610
Experience: 15years with H & R Block. Divisional leader, Instructor
Verified
Robin D. and 87 other Tax Specialists are ready to help you
Ask your own question now
Was this answer helpful?
Ask Robin D. Your Own Question
Robin D.
Robin D.
Robin D., Senior Tax Advisor 4
Category: Tax
Satisfied Customers: 17,610
17,610 Satisfied Customers
Experience: 15years with H & R Block. Divisional leader, Instructor

Robin D. is online now

A new question is answered every 9 seconds

How JustAnswer works:

  • Ask an ExpertExperts are full of valuable knowledge and are ready to help with any question. Credentials confirmed by a Fortune 500 verification firm.
  • Get a Professional AnswerVia email, text message, or notification as you wait on our site. Ask follow up questions if you need to.
  • 100% Satisfaction GuaranteeRate the answer you receive.

JustAnswer in the News:

Ask-a-doc Web sites: If you've got a quick question, you can try to get an answer from sites that say they have various specialists on hand to give quick answers... Justanswer.com.
JustAnswer.com...has seen a spike since October in legal questions from readers about layoffs, unemployment and severance.
Web sites like justanswer.com/legal
...leave nothing to chance.
Traffic on JustAnswer rose 14 percent...and had nearly 400,000 page views in 30 days...inquiries related to stress, high blood pressure, drinking and heart pain jumped 33 percent.
Tory Johnson, GMA Workplace Contributor, discusses work-from-home jobs, such as JustAnswer in which verified Experts answer people’s questions.
I will tell you that...the things you have to go through to be an Expert are quite rigorous.

What Customers are Saying:

I really was impressed with the prompt response. Your expert was not only a tax expert, but a people expert!!! Her genuine and caring attitude came across in her response...

T.G.WMatteson, IL

I WON!!! I just wanted you to know that your original answer gave me the courage and confidence to go into yesterday's audit ready to fight.

BonnieChesnee, SC

Great service. Answered my complex tax question in detail and provided a lot of additional useful information for my specific situation.

JohnMinneapolis, MN

Excellent information, very quick reply. The experts really take the time to address your questions, it is well worth the fee, for the peace of mind they can provide you with.

OrvilleHesperia, California

Wonderful service, prompt, efficient, and accurate. Couldn't have asked for more. I cannot thank you enough for your help.

Mary C.Freshfield, Liverpool, UK

This expert is wonderful. They truly know what they are talking about, and they actually care about you. They really helped put my nerves at ease. Thank you so much!!!!

AlexLos Angeles, CA

Thank you for all your help. It is nice to know that this service is here for people like myself, who need answers fast and are not sure who to consult.

GPHesperia, CA

< Previous | Next >

Meet the Experts:

Wallstreet Esq.

Wallstreet Esq.

Tax Attorney

586 satisfied customers

10 years experience

Mark D

Mark D

Enrolled Agent

1,338 satisfied customers

MBA, EA, Specializing in Business and Individual Tax Returns and Issues

Richard

Richard

Tax Attorney

4,451 satisfied customers

29 years of experience as a tax, real estate, and business attorney.

PhillipsEsq.

PhillipsEsq.

Attorney-at-Law

56 satisfied customers

B.A., M.B.A, J.D.

Robin D.

Robin D.

Senior Tax Advisor 4

17,610 satisfied customers

15years with H & R Block. Divisional leader, Instructor

Megan C

Megan C

Certified Public Accountant (CPA)

8,655 satisfied customers

Licensed CPA, CFE, CMA, CGMA who teaches accounting courses at Master's Level

jgordosea

jgordosea

Enrolled Agent

2,885 satisfied customers

I've prepared all types of taxes since 1987.

< Previous | Next >

Related Tax Questions
Looking for estimated tax rate for 500,000 income in 2017.
looking for estimated tax rate for 500,000 income in 2017 … read more
Richard
Richard
Tax Attorney
Doctoral Degree
4,451 satisfied customers
A quick? Received a notice of credit for income tax
Good afternoon. A quick ? Received a notice of credit for income tax purposes. Notice says if we declared amt of disability as income on prior years taxes. And we did. We now can show that as an. Offs… read more
Dr Arthur Rubin
Dr Arthur Rubin
Doctoral Degree
24 satisfied customers
If I'm filing an extension on my tax individual tax return
If I'm filing an extension on my tax individual tax return and don't know my tax liability, payments, balance due, or amount I'm paying for 2017 on the "Part II Individual Income Tax" section - what s… read more
Barbara
Barbara
Enrolled Agent, Paralegal
4,931 satisfied customers
I am filing a final 1120S return. The only asset is an auto
I am filing a final 1120S return. The only asset is an auto with a depreciated basis equal to the fair market value, and this auto is being transferred to the shareholder who made the loan. A sharehol… read more
LEV
LEV
Retired
Bachelor's Degree
14,896 satisfied customers
Finally filing 2016 income tax returns. Filing as "married
Finally filing 2016 income tax returns. Filing as "married filing separate return". Did not live with spouse at all in 2016. What is she on my return: an exemption? a dependent? an alimony expense onl… read more
abci168
abci168
Principal
27 satisfied customers
For individual return 2017, I have filed extension. today
for individual return 2017, I have filed extension. today 4/7/2018 I am using Turbox tax filing tax return. I have balance due. Does that mean I can pay balance from today until extension date WITHOUT… read more
Chad EA, CFP ®
Chad EA, CFP ®
IRS Enrolled Agent, CFP(R),
Master\u0027s Degree
2,064 satisfied customers
Under what amount should you not file income tax return?
Under what amount should you not file income tax return? … read more
Chad EA, CFP ®
Chad EA, CFP ®
IRS Enrolled Agent, CFP(R),
Master\u0027s Degree
2,064 satisfied customers
Do I need to file a tax return? I receive disability for
I receive disability for under $ 17,000.00 annually. Years ago, I had a large loss day trading. I believe over $ 50,000.00. If I net less than $ 3,000.00 per year doing some work self employed, do I need to file income tax? … read more
Barbara
Barbara
Enrolled Agent, Paralegal
4,931 satisfied customers
I am e-filing a joint return with my husband for 2017 tax
I am e-filing a joint return with my husband for 2017 tax year can the refund go to my checking account even though he is the higher earner… read more
NPVAdvisor
NPVAdvisor
CFP Licensee and Practitioner
Master's Degree
180 satisfied customers
I filed 2017 with turbo tax. a have disability income only.
I filed 2017 with turbo tax. a have disability income only. turbo tax sais return accepted tax act letter sais irs needs 2016 pin number or 2016agi number wich I have both. then they say must get info… read more
PhillipsEsq.
PhillipsEsq.
Attorney-at-Law
JD
56 satisfied customers
Is this true: filing a joint return as allowed for the year
Is this true: filing a joint return as allowed for the year of death - then you would need to report all income for both of you which includes a forgiven debt reported on Form 1099-C.… read more
LEV
LEV
Retired
Bachelor's Degree
14,896 satisfied customers
Jeannie are married and file a joint return. They have four
Tony and Jeannie Nelson are married and file a joint return. They have four children whose ages are: 15,17,19 & 23. The three youngest live at home with their parents and qualify as their dependents. … read more
Gerald, Esq
Gerald, Esq
Juris Doctor
3,820 satisfied customers
I AM 53 AND AM MARRIED FILING A JOINT RETURN I WITHDREW
I AM 53 AND AM MARRIED FILING A JOINT RETURN I WITHDREW $51,636 FROM MY 401K AND PAID THE TAXES OF 20% TO THE FEDERAL AND 5% TO THE STATE OUR TAXABLE INCOME IS $201,500...HOW MUCH MORE SHOULD I HAVE P… read more
LEV
LEV
Retired
Bachelor's Degree
14,896 satisfied customers
My wife and I have always filed joint returns and itemized
My wife and I have always filed joint returns and itemized deductions. This year we would like to file separately. Can we still itemize, and if so can she take most of those deductions since she makes… read more
Fred Rook
Fred Rook
Corporate Controller
BSBA
125 satisfied customers
Are there any refundable tax credits for an individual with
Are there any refundable tax credits for an individual with children and only Social Security disability income?… read more
Robin D.
Robin D.
Senior Tax Advisor 4
17,610 satisfied customers
My husband died in June, do I still file a joint return? I
My husband died in June, do I still file a joint return? … read more
Robin D.
Robin D.
Senior Tax Advisor 4
17,610 satisfied customers
I file a joint return with my husband. I have a rollover IRA
I file a joint return with my husband. I have a rollover IRA and want to do a contribution for 2017 to be able to use it as a tax deduction. 2 questions: What is the cap on individual contributions th… read more
NPVAdvisor
NPVAdvisor
CFP Licensee and Practitioner
Master's Degree
180 satisfied customers
Adjusted individual tax return for 2014(Iowa),says no
Adjusted individual tax return for 2014(Iowa),says no response to letter of inquiry,disallowed health insurance. deduction.says my wife and I owe$600.00.she called # and was told to show proof of insu… read more
NPVAdvisor
NPVAdvisor
CFP Licensee and Practitioner
Master's Degree
180 satisfied customers
Disclaimer: Information in questions, answers, and other posts on this site ("Posts") comes from individual users, not JustAnswer; JustAnswer is not responsible for Posts. Posts are for general information, are not intended to substitute for informed professional advice (medical, legal, veterinary, financial, etc.), or to establish a professional-client relationship. The site and services are provided "as is" with no warranty or representations by JustAnswer regarding the qualifications of Experts. To see what credentials have been verified by a third-party service, please click on the "Verified" symbol in some Experts' profiles. JustAnswer is not intended or designed for EMERGENCY questions which should be directed immediately by telephone or in-person to qualified professionals.

Disclaimer: Information in questions, answers, and other posts on this site ("Posts") comes from individual users, not JustAnswer; JustAnswer is not responsible for Posts. Posts are for general information, are not intended to substitute for informed professional advice (medical, legal, veterinary, financial, etc.), or to establish a professional-client relationship. The site and services are provided "as is" with no warranty or representations by JustAnswer regarding the qualifications of Experts. To see what credentials have been verified by a third-party service, please click on the "Verified" symbol in some Experts' profiles. JustAnswer is not intended or designed for EMERGENCY questions which should be directed immediately by telephone or in-person to qualified professionals.

Show MoreShow Less

Ask Your Question

x