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About John Stancil, CPA
Expertise
I can answer questions on personal income taxes, partnerships, and some corporate income taxes. I can deal with some state tax questions. Limited gift and estate tax questions. I am also familiar with ministerial and church tax reporting issues. I teach tax and accounting at a small church-related college. Sales taxes and property taxes are state and local issues so I am not likely be be able to give you an in depth answer on those types of taxes. I have maintained a part time tax practice for over 30 years. I am a member of the AICPA, National Society of Tax Professionals, and the Institute of Management Accountants.
Experience
I hold a doctorate in Accounting, and four professional certifications: CPA, CMA, CFM, and CIA. I passed all certification examinations on the first attempt, and received honorable mention for my scores on the CIA exam. I write a monthly tax column for the local newspaper.
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You are here: Experts > Business > Corporate Law > Tax Law (Questions About Taxes) > Death of spouse
Expert: John Stancil, CPA
Date: 10/5/2008
Subject: Death of spouse
Question
Wife Carol died in Sept. I need to prepare HER return for jan-sept 2008.One 1099 and one K-1 is titled in name of HER revocable trust but reported to IRS with MY SS number on prior joint returns.
Question: Report these on HER jan-sept return or MY 2008 return?
Many thanks,
Joel
Answer
Joel,
Thanks for your question.
First, whatever return you file will be for the entire year. You get a full year's exemption and standard deduction regardless.
Second, you can file a joint return for 2008 with her, or you can choose to file as separate. If you file separate, report on her return any income that is under her social security number.
Hope this helps.
John Stancil, CPA
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