"Discover Cooking, Discuss Life."

Go Back   Discuss Cooking - Cooking Forums > The Back Porch > Off Topic Discussions
Click Here to Login
Reply
 
Thread Tools Display Modes
 
Old 02-25-2018, 10:15 PM   #21
Master Chef
 
Cheryl J's Avatar
 
Join Date: Jun 2012
Location: California
Posts: 8,658
Quote:
Originally Posted by PrincessFiona60 View Post
I have to figure out what is needed to file this year since Shrek is not able to sign the paperwork. Any ideas/advice from you tax filing fiends out there? (that is not a spelling error...I hate doing taxes)
I'm almost positive that you can still file 'married and jointly' the calendar year of the death of a spouse, sign your name where he would have signed, and then write 'deceased'.

I'm pretty sure that's the info my mom and I were told when my father passed away. I don't remember whether or not we had to supply a death cert.

Maybe Souschef will be along soon to answer, he knows this stuff inside and out.
__________________

__________________
Grandchildren fill the space in your heart you never knew was empty.
Cheryl J is offline   Reply With Quote
Old 02-25-2018, 10:19 PM   #22
Ogress Supreme
 
PrincessFiona60's Avatar
Site Administrator
 
Join Date: Jul 2009
Location: Wyoming
Posts: 37,620
Thanks, Cheryl. Mostly I need to know so I can get my taxes filed this week, but if I have to wait for the death cert...wait to make the appointment when I have it in hand.
__________________

__________________
“There are only two ways to live your life. One is as though nothing is a miracle. The other is as though everything is a miracle.” - Albert Einstein
PrincessFiona60 is offline   Reply With Quote
Old 02-25-2018, 10:36 PM   #23
Master Chef
 
Cheryl J's Avatar
 
Join Date: Jun 2012
Location: California
Posts: 8,658
I found this, it doesn't mention the need for a death cert, this may be helpful info:

https://www.taxact.com/support/742/2...-filing-return

"....If a taxpayer died before filing a return for 2016, the taxpayer's spouse or personal representative may have to file and sign a return for that taxpayer. A personal representative can be an executor, administrator, or anyone who is in charge of the deceased taxpayer's property. If the deceased taxpayer did not have to file a return but had tax withheld, a return must be filed to get a refund. The person who files the return must enter "Deceased," the deceased taxpayer's name, and the date of death across the top of the return. If this information is not provided, it may delay the processing of the return....."
__________________
Grandchildren fill the space in your heart you never knew was empty.
Cheryl J is offline   Reply With Quote
Old 02-25-2018, 11:50 PM   #24
Certified Pretend Chef
 
Andy M.'s Avatar
 
Join Date: Sep 2004
Location: Massachusetts
Posts: 44,451
Quote:
Originally Posted by PrincessFiona60 View Post
I have to figure out what is needed to file this year since Shrek is not able to sign the paperwork. Any ideas/advice from you tax filing fiends out there? (that is not a spelling error...I hate doing taxes)


The IRS has a help line you can call.
__________________
"If you want to make an apple pie from scratch, you must first create the universe." -Carl Sagan
Andy M. is offline   Reply With Quote
Old 02-25-2018, 11:52 PM   #25
Executive Chef
 
Caslon's Avatar
 
Join Date: Sep 2007
Location: Ring of fire. So. Calif.
Posts: 2,949
Quote:
Originally Posted by Andy M. View Post
The IRS has a help line you can call.
Post of the day.
Caslon is offline   Reply With Quote
Old 02-26-2018, 02:22 AM   #26
Chef Extraordinaire
 
Join Date: Jul 2008
Location: Park Drive Bar/Grill Los Angeles
Posts: 12,069
Quote:
Originally Posted by PrincessFiona60 View Post
I have to figure out what is needed to file this year since Shrek is not able to sign the paperwork. Any ideas/advice from you tax filing fiends out there? (that is not a spelling error...I hate doing taxes)


If you file electronically (E-File) there is no hand-signing.
Are you using a tax software like TurboTax?
roadfix is offline   Reply With Quote
Old 02-26-2018, 03:12 PM   #27
Chef Extraordinaire
 
GotGarlic's Avatar
 
Join Date: May 2007
Location: Southeastern Virginia
Posts: 21,573
Quote:
Originally Posted by Caslon View Post
I used to do my own before I purchased a condominium. I got somewhat confused, so I went to H&R Block. Wow, what a mistake that was. They hire wet behind the ear CPA's or worse. I was assured that I qualified for the Obama stimulus package. They charged me $400 and when I went to collect the stimulus package money, I was told I missed the cutoff amount. Thanks for nothing H&R Block.
Their staff are not typically CPAs. My mom did the bookkeeping for her own company for over 20 years; after she sold it and retired, she decided to do some work part-time for H&R Block and went through their training program. After that, she refused to work for them because she didn't like their business model.
__________________
Anyplace where people argue about food is a good place.
~ Anthony Bourdain, Parts Unknown, 2018
GotGarlic is offline   Reply With Quote
Old 02-26-2018, 03:25 PM   #28
Chef Extraordinaire
 
Join Date: Jul 2008
Location: Park Drive Bar/Grill Los Angeles
Posts: 12,069
When using these softwares, as soon as you log on they look for the latest updates for any changes in the tax law. So basically, you're up to date as far as any changes go at the time of your filing.
roadfix is offline   Reply With Quote
Old 02-26-2018, 03:34 PM   #29
Chef Extraordinaire
 
GotGarlic's Avatar
 
Join Date: May 2007
Location: Southeastern Virginia
Posts: 21,573
Quote:
Originally Posted by roadfix View Post
When using these softwares, as soon as you log on they look for the latest updates for any changes in the tax law. So basically, you're up to date as far as any changes go at the time of your filing.
We've been using Turbo Tax for many years as well. It definitely makes filing easier.
__________________
Anyplace where people argue about food is a good place.
~ Anthony Bourdain, Parts Unknown, 2018
GotGarlic is offline   Reply With Quote
Old 02-27-2018, 07:51 AM   #30
Ogress Supreme
 
PrincessFiona60's Avatar
Site Administrator
 
Join Date: Jul 2009
Location: Wyoming
Posts: 37,620
Quote:
Originally Posted by Cheryl J View Post
I found this, it doesn't mention the need for a death cert, this may be helpful info:

https://www.taxact.com/support/742/2...-filing-return

"....If a taxpayer died before filing a return for 2016, the taxpayer's spouse or personal representative may have to file and sign a return for that taxpayer. A personal representative can be an executor, administrator, or anyone who is in charge of the deceased taxpayer's property. If the deceased taxpayer did not have to file a return but had tax withheld, a return must be filed to get a refund. The person who files the return must enter "Deceased," the deceased taxpayer's name, and the date of death across the top of the return. If this information is not provided, it may delay the processing of the return....."
Thank you Cheryl! My Google brain is not working right now. I appreciate the advice.
__________________

__________________
“There are only two ways to live your life. One is as though nothing is a miracle. The other is as though everything is a miracle.” - Albert Einstein
PrincessFiona60 is offline   Reply With Quote
Reply

Thread Tools
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off



» Discuss Cooking on Facebook


Copyright 2002- Social Knowledge, LLC All Rights Reserved.

All times are GMT -5. The time now is 07:59 AM.


Powered by vBulletin® Version 3.8.8 Beta 4
Copyright ©2000 - 2018, Jelsoft Enterprises Ltd.