Before I call my CPA (and go on the clock!) I thought I'd ask here. In my meeting this afternoon with the Estate lawyer she is explaining the trusts & how to fund mine. Since Mrs Scrapr died I was asking about funding a DAF. And if it's better to fund that this year while I would file Joint or next year when i file Single.
She brought up something I've heard somewhere in the ether but know zippo about. She said there may be a way to file an additional Joint return for 1 or 2 more years beyond the year of death.
I'm not asking for code sections but is this a "thing"? Is it something to help spouses get everything sorted? What is the broad outline for filing requirements?
thanks for your help
She brought up something I've heard somewhere in the ether but know zippo about. She said there may be a way to file an additional Joint return for 1 or 2 more years beyond the year of death.
I'm not asking for code sections but is this a "thing"? Is it something to help spouses get everything sorted? What is the broad outline for filing requirements?
thanks for your help