Deceased Spouse

Forum|Forum|2 years ago
January 28, 2024
3 replies
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My husband died April 2023. I received a form SSA1099 for his retirement benefits. I also received one for my disability benefits. Do I file as before, Married Filing Jointly, or as single? Do I include his monies as my income?

Best answer by MonikaK1

You can file Married Filing Jointly for 2023, the year of death, and include your husband's 2023 income. When you enter the Personal Info in TurboTax, the program provides a box to check to indicate that the individual passed away during the year.

Please see this TurboTax help article for more information.

I am sorry for your loss.

MonikaK1Answer

Please see this TurboTax help article for more information.

I am sorry for your loss.

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MamaRaeAuthor

Thank you!

VolvoGirl

Employee

Yes you still file a joint return. My husband died in March too. Nothing different for taxes this year. Enter his SSA-1099. Next year you file as Single unless you have a child and can file as qualifying widow.

MamaRaeAuthor

Thanks

SharonD007

The Social Security office mails the tax forms out in January. If you haven't received the forms, you can download or contact the Social Security office in your area. Refer to the website Replacement SSA-1099 for more information.

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