Some tax professionals have been advising their clients that filing the IRS Form 706 Estate (and Generation-Skipping Transfer) Tax Return is not necessary for a surviving spouse. The reality is ...

In that case, is up to the surviving spouse to submit a new designation of beneficiary form. Profit and prosper with the best of Kiplinger's advice on investing, taxes, retirement, personal ...

If a refund is due to the decedent, you may have to complete and attach Form 1310 to the final 1040 or 1040-SR. This rule does not apply to surviving spouses who file a joint return with the decedent.