How should I file my return if my spouse recently died?

First of all, from our Beem team to your family, we are very sorry for the loss of your loved one. While filing for deceased individuals is not supported by the Beem app, we wanted to provide some helpful information for this process.

For coverage details and other important legal information about Filer, you can read more here.

According to the IRS, if someone dies, their surviving spouse or representative files the deceased person's final tax return. The surviving spouse or representative will indicate that the person has passed away on the final tax return. There is no additional notification of the death required by the IRS.

If you were able to file married filing jointly with your spouse while they were alive, you will be able to file again as married filing jointly if they died within the tax year you are filing for.

If they died within the past two years, you may be a candidate for the Qualifying Surviving Status status.

Documents to include

Non-court appointed representatives must comprise Form 1310, Statement of Person Claiming Refund Due a Deceased Taxpayer in order to get a refund. However, this form does not need to be filled out by surviving spouses or representatives chosen by the court.

The death certificate or any other form of death proof is not required by the IRS, though there may be documentation required at the state level. 

This content is provided for informational purposes only and should not be construed as tax, legal, financial, accounting, or other advice. Rules and regulations vary by location and are subject to change, so please consult with an expert if you need advice specific to you.

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