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My father died recently and I'm trying to help my elderly mother figure all kinds of things out. She has to report his death to the SSA for social security payment purposes. But what about the IRS?

My condolences on your loss. In most cases the surviving spouse just files a joint return with the decedent for the year of death. The date of death is added at the top of the return. See the 1040 instructions.

To make her life easier going forward, make sure that any joint accounts that were being reported under your father's SSN get switched over to hers. You can use Form W-9 for this purpose.

Phil
Rule Your Retirement Home Fool
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