I just prepared, but have not filed 4 years of returns for a client who's husband moved out and has not filed since 2014. I filed her MFS. Well, before she picked these up, the husband suddenly died, 52 years old. Now I am rethinking what I did as I was very careful to only give her a few deductions in order not too hurt him......in the chance that he would eventually file. As it turned out, she had small balance dues in the state, but zeroed out on the Fed. Now, I am thinking I should be more generous with the deductions. Enough to clear the state.
She is the executor of his will. They are not divorced or legally separated. She has to file 2019 for him as his executor. It would make sense to file that one MFJ and then get her QW for the next two years. (she has 2 kids)
But, what about 2018? He never filed it on purpose. Would she be required to file that year? He died yesterday. Way past all dead lines for 2018.
If she is filing MFS for the other years, is there any obligation on her part for filing 2015, 2016, 2017 and 2018? She doesn't have his W-2's.
Is there anything else I should be thinking about?
He has CC debt in his name.
He has Life insurance that she is beneficiary of.
Thanks for your thoughts and direction on this.