woellerfinancia
Level 1
12-07-2019
12:35 AM
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My client's spouse died Feb 2018. I have all of the documents, including death certificate.
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George4Tacks
Level 15
12-07-2019
12:35 AM
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Nothing needed, assuming you are filing as a Married Filing Joint return. Keep the death certificate, it does not need to be attached. IRS works off of the Social Security death records, so they should already know of the death.
This is from Lacerte, but still applies.
Here's wishing you many Happy Returns
