Skip to main content
February 21, 2025
Solved

Joint Tax Return Deceased Couple

  • February 21, 2025
  • 1 reply
  • 0 views

My partner’s parents passed away in 2024. His mom in February and dad in August. He is the executor of his father’s will and his sister is the executor of his mother’s will. What is the best way to file their return? Do they need to be filed separately? 

    Best answer by rjs

    If his parents were married to each other at the time of his mother's death, and his father did not remarry, they can file jointly as long as both executors agree. That is almost certainly the best way to file.

     

    1 reply

    rjs
    rjsAnswer
    Employee
    February 21, 2025

    If his parents were married to each other at the time of his mother's death, and his father did not remarry, they can file jointly as long as both executors agree. That is almost certainly the best way to file.

     

    February 21, 2025

    Thanks. Can one executor file the whole return or do they both need to sign? 

    rjs
    Employee
    February 21, 2025

    There is only one tax return. They both have to sign it. Your partner signs for their father and his sister signs for their mother.