Question

I have a question about filing as surviving spouse. If my spouse died before signing her return, what should I do regarding filing status when filing taxes for deceased spouse?

Answer

In the event of the death of spouse prior to signing the return, the executor or administrator must sign the return on behalf of your spouse.

If you haven’t chosen anyone as executor or administrator, you can sign for your spouse. Enter “filing as surviving spouse” in the area where you sign the return.

If the executor or administrator is someone other than you, that person has one year to revoke a joint return. In that case, you’d have to file as married filing separately.

If you don’t remarry, you can file as married filing jointly with your deceased spouse in the year of your spouse’s death.

Related Topics

Related Resources

Charitable Giving Around the Holidays

Learn more about the potential tax benefits of charitable holiday giving. Your holiday donations may boost your refund, depending on the organization.

What’s the Difference? Enrolled Agent vs. CPA

What’s the difference between an enrolled agent (EA) vs. a certified public accountant (CPA)? Explore the roles of EAs and CPAs at H&R Block.

What Is Virtual Tax Preparation?

Virtual tax preparations let you complete your taxes online from the comfort of your home. Find out how easy remote tax preparations can be at H&R Block.

What Types of Tax Preparers Are There?

Tax preparers can have various designation and specialties. Learn how different types of tax preparers at H&R Block can help you in person or virtually.