I have a client who passed away in 2016 at the age of 104. He was separated from his wife and has been filing “Married Filing Separately”. His son is the executor of his estate and expected the refunds to go to him to help pay the final bills of the estate. My software says the refund MUST go to the surviving spouse. I have been unable to find anything that contradicts that, in fact, everything I read seems to support that.
The wife is nowhere to be found so the refund will just sit there and end up going back to the Treasury. Does anyone have any thoughts of how to enable the son/executor to receive the refunds.
For the record, there was a will naming the son as both executor and sole heir of the estate.
Thanks for any thoughts you might have!
The wife is nowhere to be found so the refund will just sit there and end up going back to the Treasury. Does anyone have any thoughts of how to enable the son/executor to receive the refunds.
For the record, there was a will naming the son as both executor and sole heir of the estate.
Thanks for any thoughts you might have!
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