eFile Joint with deceased spouse

Nov 24, 2006 4 Replies

Can I do eFile with deceased spouse?



How to handle the required spouse signature?



Yes, I am also the executor.



Carl



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Yes, if you file Married Filing Joint and have not remarried prior to year's end.

Sign as surviving spouse. Other notations on the top of form

1040 are described in your form instructions (actually all of the above is included). Read the instructions, you've paid good tax money for them.

That's nice, but not relevant to the question, as long as you are the surviving spouse.

Not for Tax Year 2005 - the season is closed. Yes for 2006 unless they change the rules.

On a 8453 you sign as usual and "Signing as surviving spouse" is printed in the deceased spouse's spot. (The same as if you paper filed.) On a PIN filing only you need enter a PIN. Don EA in Upstate NY

The same way you would handle any signature required of you as executor. "Carl Doe, executor of estate of Jane Doe" in Jane Doe's signature block should work.

The EFile needs the name and date of death of the deceased spouse and usually a c/o (In Care Of) Name which is usually the surviving spouse. If there is a court order appointing surviving spouse as executor then a copy of that has to be attached to Form 8453 and mailed in after efiling. Otherise if no official executor a PIN form is allowed and it can be efiled. __ Art Kamlet ArtKamlet @ AOL.com Columbus OH K2PZH

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