Two Decedents
R. Pile
years. Both
died in 2009 - she in Sept, he in Nov. Under IRS instructions, the
decedent's
name and date of death are to appear at the top of Form 1040. When I
enter both
dates of death in my tax software (TaxAct), only one name (husband) is
printed on the form. Is there a workaround for this?
I believe the daughter, about 60, is the only child and will inherit
whatever
assets exist. I presume that they still qualify for a joint return in
2009?
Their estate is well below the $3.5 million waiver; I presume no
estate return
is due in 2009 or 2010, assuming income continues to accrue until all
assets are
distributed and the estate is closed?
--
<< ------------------------------------------------------- >>
<< The foregoing was not intended or written to be used, >>
<< nor can it used, for the purpose of avoiding penalties >>
<< that may be imposed upon the taxpayer. >>
<< >>
<< The Charter and the Guidelines for submitting posts >>
<< to this newsgroup as well as our anti-spamming policy >>
<< are at www.asktax.org. >>
<< Copyright (2007) - All rights reserved. >>
<< ------------------------------------------------------- >>
Arthur Kamlet
R. Pile <michae...@wdn.com> wrote:
>I have been preparing the taxes for an elderly couple for several
>years. Both
>died in 2009 - she in Sept, he in Nov. Under IRS instructions, the
>decedent's
>name and date of death are to appear at the top of Form 1040. When I
>enter both
>dates of death in my tax software (TaxAct), only one name (husband) is
>printed on the form. Is there a workaround for this?
I'm not familiar with Taxact, but let's ask a few questions?
1. If there is a refund, is form 1310 part of the return?
If a refund, you need a 1310.
2. Have you entered the daughter's name in the Care/of field?
If not, do so now.
Does TaxAct allow Care/of for each taxpayer?
I don't recall if two such fields are even allowed.
3. If all else fails and you don't want to use paper, is there
an on-line support group or tech support number or website?
>I believe the daughter, about 60, is the only child and will inherit
>whatever
>assets exist. I presume that they still qualify for a joint return in
>2009?
>
>Their estate is well below the $3.5 million waiver; I presume no
>estate return
>is due in 2009 or 2010, assuming income continues to accrue until all
>assets are
>distributed and the estate is closed?
--
ArtKamlet at a o l dot c o m Columbus OH K2PZH
hr(bob) hofmann@att.net
> I have been preparing the taxes for an elderly couple for several
> years. Both
> died in 2009 - she in Sept, he in Nov. Under IRS instructions, the
> decedent's
> name and date of death are to appear at the top of Form 1040. When I
> enter both
> dates of death in my tax software (TaxAct), only one name (husband) is
> printed on the form. Is there a workaround for this?
>
> I believe the daughter, about 60, is the only child and will inherit
> whatever
> assets exist. I presume that they still qualify for a joint return in
> 2009?
>
> Their estate is well below the $3.5 million waiver; I presume no
> estate return
> is due in 2009 or 2010, assuming income continues to accrue until all
> assets are
> distributed and the estate is closed?
Why not just hand-write the second name after the forms are printed
out? 15 seconds max time.