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Author: pmarti Big funky green star, 20000 posts Home Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 121150  
Subject: Re: Spouse death; are 2 returns needed? Date: 2/21/2000 10:45 PM
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<< My father died on Feb. 02, 1999. This was before the 1998 tax returns were due ( April 15). My mother filed a joint return, stating on the form that her husband had deceased. Since my father lived a little over one month in 1999, and therefore had some limited income via social security, his retirement plan, and interest income, how must my mother file?
The IRS already knows that my father deceased. So, can she file her tax return including my father's income, or must 2 forms be filed - one for my father and one for my mother? It's a little confusing. >>

Assuming that your mother did not remarry in 1999, she files a joint return, which includes the personal exemption and income of your father.

Phil Marti
Tax Preparer
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