Go Back   CDN Business Directory > Main Category > Taxes

 
 
Thread Tools Display Modes
  #3  
Old 11-26-2006, 02:54 PM
Arthur Kamlet
Guest
 
Posts: n/a
Default Re: eFile Joint with deceased spouse

GORILLA <"[remove}clackey3"[at]earthlink.net> wrote:

- quote -

> Can I do eFile with deceased spouse?
> How to handle the required spouse signature?
> Yes, I am also the executor.


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 [at] AOL.com Columbus OH K2PZH

<< ================================================== ===== > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2006) - All rights reserved. > << ================================================== ===== >
  #2  
Old 11-25-2006, 03:34 AM
Bill Brown
Guest
 
Posts: n/a
Default Re: eFile Joint with deceased spouse

GORILLA wrote:

- quote -

> Can I do eFile with deceased spouse?
> How to handle the required spouse signature?
> Yes, I am also the executor.


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 foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2006) - All rights reserved. > << ================================================== ===== >
  #1  
Old 11-25-2006, 03:34 AM
Don Priebe
Guest
 
Posts: n/a
Default Re: eFile Joint with deceased spouse

- quote -

> Can I do eFile with deceased spouse?

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

- quote -

> How to handle the required spouse signature?

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 foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2006) - All rights reserved. > << ================================================== ===== >
 
Old 11-25-2006, 03:34 AM
Herb Smith
Guest
 
Posts: n/a
Default Re: eFile Joint with deceased spouse

GORILLA wrote:

- quote -

> Can I do eFile with deceased spouse?

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


- quote -

> How to handle the required spouse signature?

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.

- quote -

> Yes, I am also the executor.

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

<< ================================================== ===== > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2006) - All rights reserved. > << ================================================== ===== >
  #-1  
Old 11-24-2006, 06:08 AM
GORILLA
Guest
 
Posts: n/a
Default eFile Joint with deceased spouse

Can I do eFile with deceased spouse?

How to handle the required spouse signature?

Yes, I am also the executor.

Carl

<< ================================================== ===== > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2006) - All rights reserved. > << ================================================== ===== >
 

Tags
deceased, efile, joint, spouse
Similar Threads
Thread Forum Replies Last Post
Form 1310(s), joint return, where both taxpayers deceased
bm30003700@aol.com: If taxpayer and taxpayers spouse on a joint return are deceased, and the return shows a refund, can I attach two Form 1310's to the return. There...
Taxes 2 03-31-2006 10:11 AM
Form 1310 and signing joint return where surviving spouse unable to sign
bm30003700@aol.com: I prepared a tax return for a client where the taxpayer was the surviving spouse. A person signed as power of attorney for the taxpayer, as he...
Taxes 5 02-18-2006 12:37 PM
Stepped Up Basis, Building Owned by Taxpayer and Deceased Spouse
bm30003700@aol.com: Recently, I asked about a building owned by a partnership. My client, an individual, and his spouse together owned a 50% interest in the...
Taxes 3 03-17-2005 05:51 AM
why no direct efile to IRS?
Vic Dura: Does anyone know why the IRS does not allow efile from a TPs tax program directly to the IRS? I notice in my software that the charge to efile is...
Taxes 85 03-04-2004 12:16 AM



Thread Tools
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off

All times are GMT. The time now is 11:54 AM.