Comments on: What Are The Tax Filing Requirements – Life Events?

By: gabluesm

gabluesm — Mon, 01 Feb 2010 19:33:41 +0000

Block? – NO! CPA – YES!
If there was much of an estate, like a house, or whatever, she should have already been in contact with her lawyer, and that lawyer should be well prepared to hook her up with the appropriate accountant.
My experience is that Block is fine for people who own no property, have no investments, no business considerations, no health issues and are expecting 200 to 300 dollar refund.

By: Judy

Judy — Mon, 01 Feb 2010 19:24:14 +0000

She wasn’t listed as a dependent on her husband’s return, since that can’t be done. She probably filed a joint return with him.
Yes, a “final return” has to be filed for her husband. TurboTax would very possibly handle it. But a better option would be to look for a VITA or TCE site if the return is reasonably straightforward, or to see a CPA if it’s very complex. Ineither case, she should take along a copy of last year’s return.
You can find information about VITA and TCE at irs.gov – they are programs where trained volunteers prepare and file taxes at no charge.

By: Baked n Blended

Baked n Blended — Mon, 01 Feb 2010 14:26:32 +0000

Don’t use HR Block. A CPA would be better for her. it will cost more but worth it. She can get tax advise also from a CPA.
Don’t use a box program either.
They probably filed jointly? She still needs to report her husbands income for 2006. She would only have to report income she made in her new state.

Comments on: What Are The Tax Filing Requirements – Life Events?

By: gabluesm

By: Judy

By: Baked n Blended

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