Marriage, Divorce & Family

“How do I handle my taxes after losing my spouse?”

Life eventQuick Question · 30 min · $95

Losing a spouse can change how a tax return is filed, how income is reported, and which credits or deductions may still be available. The answer often depends on the year of death, whether a joint return is still appropriate, and how assets, retirement accounts, or inherited property are titled. In many cases, the timing of beneficiary changes, Social Security benefits, and any final estate or trust filings can also affect the picture. State filing rules and records such as the death certificate, prior returns, and account statements often shape what needs to be reported. A short conversation with a CPA can sort out what applies to your specific numbers.

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

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