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    missjessikamasse1's Avatar
    missjessikamasse1 Posts: 1, Reputation: 1
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    #1

    Feb 9, 2008, 08:07 AM
    Filing jointly with dead spouse
    My husband died in November of 2007, but to maximize my return I was instructed to file jointly. Is the IRS going to issue a check to both of our names? If so how do I cash such a check. I checked with a check cashing place and they said they would not accept his death certificate and my id to cash the check.
    Fr_Chuck's Avatar
    Fr_Chuck Posts: 81,301, Reputation: 7692
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    #2

    Feb 9, 2008, 01:16 PM
    They were correct, if he was alive just one day in the year, you file jointly, which gives you a better tax rate. Assuming you had a joint account and still have it, you merely put it in that account. Or deposit it in a bank, have a copy of his death certficate with you.
    AtlantaTaxExpert's Avatar
    AtlantaTaxExpert Posts: 21,836, Reputation: 846
    Senior Tax Expert
     
    #3

    Feb 15, 2008, 12:43 PM
    Agreed.

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