AnnieR Posted March 25, 2011 Report Share Posted March 25, 2011 Client's husband passed away in October of 2010. Is it possible to e-file a joint return as surviving spouse? AnnieR Quote Link to comment Share on other sites More sharing options...
Kea Posted March 25, 2011 Report Share Posted March 25, 2011 Yes. I've done several of these. Quote Link to comment Share on other sites More sharing options...
Janitor Bob Posted March 25, 2011 Report Share Posted March 25, 2011 Client's husband passed away in October of 2010. Is it possible to e-file a joint return as surviving spouse? AnnieR Yes....As long as you enter the spouse's date of death, the ATX software will automatically place "Filing as surviving spouse" on the proper signatre lines and you can e-file as normal. Quote Link to comment Share on other sites More sharing options...
AnnieR Posted March 26, 2011 Author Report Share Posted March 26, 2011 Thanks so much for your help. Suffering from brain freeze. AnnieR Quote Link to comment Share on other sites More sharing options...
Pacun Posted March 26, 2011 Report Share Posted March 26, 2011 I thought you would file as MFJ. Quote Link to comment Share on other sites More sharing options...
mcb39 Posted March 26, 2011 Report Share Posted March 26, 2011 I thought you would file as MFJ. It is MFJ, but on the signature line, it says "filing as surviving spouse." Quote Link to comment Share on other sites More sharing options...
jainen Posted March 26, 2011 Report Share Posted March 26, 2011 >>the ATX software will automatically place "Filing as surviving spouse"<< I hope this is not true, because the surviving spouse does NOT automatically have a right to do this. The decision can ONLY be made by the executor or personal representative. While it is common for the surviving spouse to file this way, there is nothing in the original post to support such an assumption. Quote Link to comment Share on other sites More sharing options...
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