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- Filing status options after the death of a spouse
Filing status options after the death of a spouse
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Anonymous
Not applicable
02-08-2022
07:09 PM
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I have a client whose father passed in 2020 and the mother passed in 2021. I prepared their 2020 return as MFJ, marking his passing. For the 2021 filing year, ProSeries moved the spouse (mother) to the primary taxpayer spot automatically. Is the MFJ just for the one year he passed (2020)?
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jeffmcpa2010
Level 11
02-08-2022
07:16 PM
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If he was not alive in 2021, I don't think there can be a joint return for 2021.
Your probably going to end up with Single as the filing status for mom in 2021.
Just-Lisa-Now-
Level 15
02-08-2022
09:40 PM
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I agree with Jeff, not alive at all in 2021, no joint return (or 1040 of any flavor) for 2021.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
