Sandy Posted June 10, 2008 Report Share Posted June 10, 2008 Question: I have a client that has asked me to file taxes for the past 5 years (2003.2004.2005.2006 &2007) but the problem is that his wife passed away in 2004. How do I file 2003 when his wife was still living that year???? I guess he flipped out after his wife died and just didn't care aboit filing taxes. Can anyone help??? Sandy Quote Link to comment Share on other sites More sharing options...
joelgilb Posted June 10, 2008 Report Share Posted June 10, 2008 File as a surviving spouse. IRS will accept it. Quote Link to comment Share on other sites More sharing options...
PapaJoe Posted June 10, 2008 Report Share Posted June 10, 2008 Shouldn't he be able to file a joint return for 2003 and 2004? Then, depending on dependents (is that redundant?) he could be surviving spouse for 2005 and 2006, else head of household or single. Quote Link to comment Share on other sites More sharing options...
BulldogTom Posted June 10, 2008 Report Share Posted June 10, 2008 Shouldn't he be able to file a joint return for 2003 and 2004? Then, depending on dependents (is that redundant?) he could be surviving spouse for 2005 and 2006, else head of household or single. I agree with Papa Joe. Quote Link to comment Share on other sites More sharing options...
joelgilb Posted June 10, 2008 Report Share Posted June 10, 2008 Shouldn't he be able to file a joint return for 2003 and 2004? Then, depending on dependents (is that redundant?) he could be surviving spouse for 2005 and 2006, else head of household or single. Filing as a surviving spouse is a joint return, And yes the can file as "Joint as surviving spouse" for 2003 and 2004. As to the other years, this was not a question and there is no information to answer it. We have no idea of age, dependents etc. Quote Link to comment Share on other sites More sharing options...
PapaJoe Posted June 11, 2008 Report Share Posted June 11, 2008 Sorry, Joel. When you said surviving spouse I incorrectly assumed you meant qualified widow(er). Yes, he would file a joint return and sign it as surviving spouse. I hope I clearly qualified my response regarding future years as depending on whether he had dependent children, their ages, etc. Quote Link to comment Share on other sites More sharing options...
joelgilb Posted June 11, 2008 Report Share Posted June 11, 2008 Sorry, Joel. When you said surviving spouse I incorrectly assumed you meant qualified widow(er). Yes, he would file a joint return and sign it as surviving spouse. I hope I clearly qualified my response regarding future years as depending on whether he had dependent children, their ages, etc. Your answer was a good one and definately added info for the other years. I trust he will understand us all. Yea Right, like anone can understand us? Hah! Quote Link to comment Share on other sites More sharing options...
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