U.S. CitiesCity-Data Forum Index
Go Back   City-Data Forum > General Forums > Economics > Personal Finance
 [Register]
Please register to participate in our discussions with 2 million other members - it's free and quick! Some forums can only be seen by registered members. After you create your account, you'll be able to customize options and access all our 15,000 new posts/day with fewer ads.
View detailed profile (Advanced) or search
site with Google Custom Search

Search Forums  (Advanced)
 
Old 02-24-2015, 03:21 PM
 
Location: MA
1,623 posts, read 1,341,243 times
Reputation: 3017

Advertisements

My husband passed away in September of this year and I realized I need to do our taxes. He always did them, but, I am clueless who I see or how I get all the correct forms. Does anybody have any ideas on this?
Reply With Quote Quick reply to this message

 
Old 02-24-2015, 04:03 PM
 
71,769 posts, read 71,875,234 times
Reputation: 49316
turbotax
Reply With Quote Quick reply to this message
 
Old 02-24-2015, 04:26 PM
 
8,870 posts, read 5,147,902 times
Reputation: 10157
I'm so sorry for your loss.

Do you have copies of your previous tax returns? If so, those will give you an idea of what forms you will use this year. All IRS forms are available on irs.gov. If you live in a state with income tax, your state's income tax agency will likely have forms available on theirs too.

TurboTax is a good idea too.
Reply With Quote Quick reply to this message
 
Old 02-24-2015, 06:28 PM
 
Location: OH>IL>CO>CT
5,238 posts, read 8,423,860 times
Reputation: 7191
Depending on your age or income or other criteria, you may be eligible for free assistance.

Check this IRS webpage for details and contacts.

Free Tax Return Preparation for Qualifying Taxpayers
Reply With Quote Quick reply to this message
 
Old 02-24-2015, 10:03 PM
 
Location: Skokiewood
732 posts, read 2,676,821 times
Reputation: 657
Sorry for your loss. Get professional help (tax-wise I mean). Not only for doing your joint return with your late husband, but also because there may be an income tax return to do for your husband's estate (depending on how his affairs were set up and how his property, including investment accounts, was titled).
Reply With Quote Quick reply to this message
 
Old 02-24-2015, 10:07 PM
 
2,303 posts, read 2,262,707 times
Reputation: 3833
Under normal circumstances, I'd suggest trying to do it yourself for most people, however the death of a spouse can be a very complicated tax return.

I'd suggest getting professional help this year. Consider Turbo Tax next year, but I guarantee this will be one of the most complicated returns you file, so it's worth paying or seeing if you qualify for VITA as reed303 mentioned.

So sorry for your loss.
Reply With Quote Quick reply to this message
Please register to post and access all features of our very popular forum. It is free and quick. Over $68,000 in prizes has already been given out to active posters on our forum. Additional giveaways are planned.

Detailed information about all U.S. cities, counties, and zip codes on our site: City-data.com.


Reply
Please update this thread with any new information or opinions. This open thread is still read by thousands of people, so we encourage all additional points of view.

Quick Reply
Message:

Over $104,000 in prizes was already given out to active posters on our forum and additional giveaways are planned!

Go Back   City-Data Forum > General Forums > Economics > Personal Finance
Follow City-Data.com founder on our Forum or

All times are GMT -6.

2005-2019, Advameg, Inc. · Please obey Forum Rules · Terms of Use and Privacy Policy · Bug Bounty

City-Data.com - Archive 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 32, 33, 34, 35 - Top