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PA State Return

abs96
Level 2

How do you e-file a PA return for a joint return when the spouse died in 2020.  Only the husband had the income, no income for spouse.  It asks for a PIN# for the PA-8879 form for the spouse.  If I file a return for the husband only, doesn't a final return have to be filed for the wife?  Husband qualified for the tax forgiveness credit.

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PATAX
Level 11

I believe you can now file a joint return in year of death for one spouse, Pa changed old rule several years ago. I think you also have to put the deceased taxpayer as the primary taxpayer on the PA 40, ie listed first

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PATAX
Level 11

I believe you can now file a joint return in year of death for one spouse, Pa changed old rule several years ago. I think you also have to put the deceased taxpayer as the primary taxpayer on the PA 40, ie listed first

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