Post by TheOtherMe on Mar 14, 2017 15:47:13 GMT -5
Yes, they can file jointly in 2016.
Write the word "Deceased", the decedent's name, and the date of death across the top of the tax return. If the return is being filed electronically, identify the taxpayer as deceased and the date of death in the tax software.
You should at least see a CPA or Enrolled Agent with estate tax and/or estate trust experience. Income up to the date of death goes on the joint tax return. Income as of the date of death may have to be put on an estate trust return. Depending upon how things (assets) are titled and the amount of values there may an estate tax return due. Assets transfer at fair market value and this results in a "step-up" in basis even if no estate tax is due or paid. Seek professional help.