Marriage, Divorce & Family

“How do I file taxes after my spouse's death?”

Life eventQuick Question · 30 min · $95

Filing after a spouse’s death often depends on the tax year involved, the filing status available for that year, and whether a final return is being prepared for the deceased spouse. In many cases, the return may also need to reflect items such as income received before death, jointly held accounts, and any refunds or balances tied to the estate. The timing of the death, prior filing history, and whether there is a surviving spouse or personal representative can all shape how the return is completed and who signs it. A focused session can map this against your actual situation in plain English.

In your 30-minute session, the KGOB advisor handling it will:

Read your exact situation and tell you, in plain English, what’s actually going on.
Lay out your options and the trade-offs — no jargon, no judgment.
Give you a clear next step you can act on, whether that’s with us or on your own.