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Widowed and married in the same tax year?

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    #1

    Widowed and married in the same tax year?

    Client's wife passed away in April 2009. He remarried in the fall of 2009. His new wife filed her 2009 tax return MFS. He has received a 1099R, 1099INT, and 1098 forms in his deceased wife's name and social security number. How do you report the deceased wife's income and deductions while reflecting his MFS status?
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    #2
    he can file MFJ with new wife and deceased wife would file MFS.

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      #3
      New wife has already filed. He should file MFS and a MFS prepared for the deceased spouse if he is the one that is responsible for having her return prepared.
      Believe nothing you have not personally researched and verified.

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        #4
        new wife can amend and file MFJ with him if benefecial

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