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Sun 12 Oct, 2014 04:58 pm
A woman I know wants to file for her recently deceased husband's SS. They were married twice for many years. But, she filed her taxes separately from him. If he never filed, but his job took out taxes on him the whole time, is she liable for any penalties?
@edgarblythe,
I'm not sure why, but you need to ask someone at the IRS.
Likely he had enough taken out through the job, that he forfeited some returns. I doubt that he owes anything.
@edgarblythe,
In general, the IRS doesn't look back beyond what's called the statue of limitation.
Quote:25.6.1.2 (10-01-2001)
What is a Statute of Limitation
A statute of limitation is a time period established by law to review, analyze and resolve taxpayer and/or IRS tax related issues.
The Internal Revenue Code (IRC) requires that the Internal Revenue Service (IRS) will assess, refund, credit, and collect taxes within specific time limits. These limits are known as the Statutes of Limitations . When they expire, the IRS can no longer assess additional tax, allow a claim for refund by the taxpayer, or take collection action. The determination of Statute expiration differs for Assessment, Refund, and Collection.
The IRS would file a lien on the estate of the husband if he owed them $$.
She can find that out easily if there is an outstanding from the IRS.
I don't see what that has to do with filing for his SS. (The SS worker will tell her everything she needs to know)
@PUNKEY,
She wouldn't want to file if it meant they would go after her for his debts.
My sister filed and got what she wanted. There were no complications.