Discussion:Is a surviving spouse liable for deceased tax?
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| Revision as of 15:56, 22 June 2006 Warren (Talk | contribs) (As Riley2 said,) ← Previous diff |
Revision as of 20:18, 5 July 2006 Tminco (Talk | contribs) (Thank you to bot) Next diff → |
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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.}} | {{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.}} | ||
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| + | {{ForumReplyPost|UserID=Tminco|Date=5 July 2006|Text=Thank you to both Riley2 and Warren for responding to my question. I have been out of town for a while or I would have replied sooner. | ||
| + | All assets were jointly owned. The couple did not own a home. I beleive there was the normal household items, a vehicle and a four wheeler. Is this enough to make the surviving spouse liable for the tax debt? The deceased spouse underwithheld and owes $2000 + for each of the unfiled years.}} | ||
Revision as of 20:18, 5 July 2006
Discussion Forum Index --> Tax Questions --> Is a surviving spouse liable for deceased tax?
| 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? | |
| 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)? | |
| 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. | |
| 5 July 2006 | |
| Thank you to both Riley2 and Warren for responding to my question. I have been out of town for a while or I would have replied sooner.
All assets were jointly owned. The couple did not own a home. I beleive there was the normal household items, a vehicle and a four wheeler. Is this enough to make the surviving spouse liable for the tax debt? The deceased spouse underwithheld and owes $2000 + for each of the unfiled years. | |
