My Husband Died Recently. How Should I File My Taxes? – Theresa

how should i file my taxes

“Dear Jim,

My husband dies 2 months ago. He didn’t have life insurance. His pension stop & I work so I won’t get SS. We didn’t have taxes taken out of his pension or SS. We paid it when we filed. We have 2 daughters 1 14 & the other 18 and started college.

How should I file my taxes? I don’t want to include his income then I will have to pay the tax…Help



Sorry about the loss of your husband. You can file separately, but you should consider your entire tax situation before you do so. For tax purposes, you will be considered married. However, you can file separately. Before you do so, you should see a qualified tax professional and complete your return both jointly and separately

as there are many factors to consider.


Jim Buttonow is one of the resident debt experts here at that helps people for free. Jim is a licensed CPA who spent 19 years with the IRS coordinating large compliance teams of IRS agents and specialized personnel. In the last 5 years, Jim has invented consumer and practitioner software and treatises on how to address many different tax issues. He has also represented many people before the IRS examination, collection, filing, and appeals functions. He currently assists taxpayers on an active pro bono tax practice aimed at serving people in need. He can be reached at .

If you have a tax question you’d like to ask just use the online form. I’m happy to help you totally for free.


Category: Taxes

Similar articles: