Discussion:Is a surviving spouse liable for deceased tax?

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Revision as of 04:12, 22 June 2006
Riley2 (Talk | contribs)
(Any person recei)
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Warren (Talk | contribs)
(As Riley2 said,)
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{{ForumReplyPost|UserID=Riley2|Date=22 June 2006|Text=Any person receiving property from the decedent is potentially liable for unpaid taxes of the decedent under the transferee liability statutes. What, if anything, did the surviving spouse receive from the decedent (before or after death)?}} {{ForumReplyPost|UserID=Riley2|Date=22 June 2006|Text=Any person receiving property from the decedent is potentially liable for unpaid taxes of the decedent under the transferee liability statutes. What, if anything, did the surviving spouse receive from the decedent (before or after death)?}}
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 +{{ForumReplyPost|UserID=Warren|Date=22 June 2006|Text=As Riley2 said, the surviving spouse is not liable. But if the decedent has assets, the decedent is liable. If the decedent's assets went to any person then that person is liable for the tax to the extent of the assets received.}}

Revision as of 15:56, 22 June 2006

Discussion Forum Index --> Tax Questions --> Is a surviving spouse liable for deceased tax?

Tminco (talk|edits) said:

22 June 2006
I have a client in Oregon whose spouse passed away in 2004. The surviving spouse has filed seperate returns since 2002. The deceased spouse had not filed since 2002. Is the surviving spouse liable for the deaceased spouse's underpayment of tax?

Riley2 (talk|edits) said:

22 June 2006
Any person receiving property from the decedent is potentially liable for unpaid taxes of the decedent under the transferee liability statutes. What, if anything, did the surviving spouse receive from the decedent (before or after death)?

Warren (talk|edits) said:

22 June 2006
As Riley2 said, the surviving spouse is not liable. But if the decedent has assets, the decedent is liable. If the decedent's assets went to any person then that person is liable for the tax to the extent of the assets received.
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