Q: Can you file jointly with a deceased spouse?
A: Yes, you can file jointly with a deceased spouse in the year of death provided that you did not remarry in that year.
Q: My spouse recently passed away and I have one dependent child. Can I file as a qualifying widow(er)?
A: In the year of death, you would file married jointly. For the next two tax years you could file as a qualifying widow(er) as long as you did not remarry and provided more than one half the cost of maintaining a home for your child.
Q: In August my spouse passed away. I received a check for my spouse’s Social Security benefit in August and September. Should I cash the checks?
A: No, you should not cash those checks. Any Social Security checks received for the month of your spouse’s death or later must be returned, even when the death was on the last day of the month.
Q: Where can I get tax forms?
A: You can call (800) 829-3676 or visit irs.gov to download any form. Also, many post offices and public libraries have tax forms.
Q: When is the due date for filing my 2021 personal tax return?
A: The due date is Wednesday, April 15th, 2022. As long as you have the postmark, April 15th, your tax return is considered on-time. Taxpayers needing an extension have until October 17th to file but must send a payment by April 15th if they owe money.
Q: I received an email from the IRS requesting personal information. The email has the IRS logo and is intimidating if I do not answer. Is this a valid communication…