gn
Level 3

in IRS pub 559 the example has the same scenario taxpayer dies MFJ is chosen and the taxpayer had an executor sign the return along with the spouse on page #31 of pub 559. So it looks like both are required to file the 1040-SR I'm surprised Lacerte defaults to the "Filing as Surviving Spouse" on the signature pages and signature box on both federal and NYS returns. It seems Lacerte automatically puts "filing as Surviving Spouse" on the signature lines as soon as you put in the date of death of the spouse on  input screen #1

Has anyone dealt with this issue before? I'm assuming I have to paper file this return and use corrective tape on the signature box for the spouse to sign I don't see any other option.  

0 Cheers